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
$785M
AUM Growth
+$97.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
395
New
Increased
Reduced
Closed

Top Buys

1
+$8.16M
2
+$3.03M
3
+$1.72M
4
AMZN icon
Amazon
AMZN
+$1.67M
5
ITB icon
iShares US Home Construction ETF
ITB
+$1.3M

Top Sells

1
+$3.37M
2
+$3.26M
3
+$2.52M
4
BYND icon
Beyond Meat
BYND
+$1.25M
5
QCOM icon
Qualcomm
QCOM
+$1.21M

Sector Composition

1 Technology 17.22%
2 Consumer Discretionary 8.21%
3 Energy 8.15%
4 Financials 7.4%
5 Communication Services 6.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$427K 0.05%
964
+5
252
$422K 0.05%
526
+20
253
$421K 0.05%
+6,656
254
$420K 0.05%
3,783
+1,070
255
$418K 0.05%
10,423
-2,961
256
$417K 0.05%
5,654
+146
257
$412K 0.05%
6,980
-151
258
$407K 0.05%
1,775
-876
259
$406K 0.05%
1,321
260
$400K 0.05%
4,870
+2
261
$400K 0.05%
+2,226
262
$399K 0.05%
3,211
+158
263
$398K 0.05%
5,900
+157
264
$398K 0.05%
4,098
+1
265
$396K 0.05%
10,353
+393
266
$390K 0.05%
5,885
267
$389K 0.05%
4,778
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268
$389K 0.05%
3,707
+241
269
$386K 0.05%
1,924
+2
270
$383K 0.05%
5,073
+680
271
$378K 0.05%
7,943
-2,950
272
$375K 0.05%
22,353
273
$374K 0.05%
2,626
+207
274
$368K 0.05%
1,505
-371
275
$364K 0.05%
+5,824
9 10
11
12 13