MWM

Meridian Wealth Management Portfolio holdings

AUM $2.84B
1-Year Est. Return 28.25%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.25%
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
+$8.17M
2
+$3.06M
3
+$1.67M
4
AMZN icon
Amazon
AMZN
+$1.61M
5
ITB icon
iShares US Home Construction ETF
ITB
+$1.33M

Top Sells

1
+$3.26M
2
+$2.78M
3
+$2.58M
4
QCOM icon
Qualcomm
QCOM
+$1.14M
5
BYND icon
Beyond Meat
BYND
+$1.06M

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%
+13,312
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
+259
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