MWM

Meridian Wealth Management Portfolio holdings

AUM $2.34B
1-Year Est. Return 23.51%
This Quarter Est. Return
1 Year Est. Return
+23.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$687M
AUM Growth
+$56.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
380
New
Increased
Reduced
Closed

Top Buys

1
+$4.54M
2
+$2.69M
3
+$2.42M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.47M
5
BGS icon
B&G Foods
BGS
+$1.35M

Top Sells

1
+$5.92M
2
+$2M
3
+$1.3M
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$1.29M
5
TTD icon
Trade Desk
TTD
+$1.19M

Sector Composition

1 Technology 16.27%
2 Energy 8.23%
3 Consumer Discretionary 8.16%
4 Communication Services 7.49%
5 Financials 6.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$380K 0.06%
5,743
-14
252
$373K 0.05%
+1,983
253
$373K 0.05%
9,960
+1,951
254
$369K 0.05%
1,908
+567
255
$366K 0.05%
4,097
256
$361K 0.05%
3,053
-513
257
$358K 0.05%
+22,353
258
$357K 0.05%
84,972
+74,972
259
$356K 0.05%
4,519
+1,016
260
$356K 0.05%
1,922
-88
261
$355K 0.05%
3,466
+583
262
$353K 0.05%
11,855
263
$348K 0.05%
5,885
264
$347K 0.05%
9,037
-361
265
$344K 0.05%
506
266
$342K 0.05%
2,725
267
$337K 0.05%
2,555
268
$331K 0.05%
+2,242
269
$330K 0.05%
2,742
270
$328K 0.05%
2,918
+210
271
$325K 0.05%
3,832
-250
272
$323K 0.05%
+2,419
273
$322K 0.05%
1,134
+48
274
$320K 0.05%
1,991
-6
275
$311K 0.05%
+4,393
9 10
11
12 13