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
$811M
AUM Growth
+$26.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
409
New
Increased
Reduced
Closed

Top Buys

1
+$8.24M
2
+$2.84M
3
+$2.73M
4
SNOW icon
Snowflake
SNOW
+$2.51M
5
CRWD icon
CrowdStrike
CRWD
+$2.44M

Top Sells

1
+$2M
2
+$1.35M
3
+$1.23M
4
GS icon
Goldman Sachs
GS
+$835K
5
SMG icon
ScottsMiracle-Gro
SMG
+$790K

Sector Composition

1 Technology 19.05%
2 Financials 8.05%
3 Consumer Discretionary 7.99%
4 Energy 7.91%
5 Communication Services 6.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$407K 0.05%
3,799
+16
252
$407K 0.05%
713
-1,311
253
$407K 0.05%
4,046
+339
254
$404K 0.05%
17,064
+530
255
$400K 0.05%
5,346
+273
256
$400K 0.05%
2,281
+242
257
$400K 0.05%
36,239
-228
258
$394K 0.05%
+8,599
259
$394K 0.05%
1,700
-60
260
$391K 0.05%
2,738
-49
261
$388K 0.05%
5,888
-12
262
$384K 0.05%
1,821
-1,098
263
$383K 0.05%
3,059
-152
264
$383K 0.05%
1,906
-18
265
$381K 0.05%
56,868
+22,868
266
$381K 0.05%
8,621
+855
267
$380K 0.05%
6,622
-358
268
$379K 0.05%
4,621
-249
269
$378K 0.05%
933
+73
270
$377K 0.05%
+566
271
$375K 0.05%
965
+1
272
$370K 0.05%
17,038
-56,598
273
$369K 0.05%
1,321
274
$366K 0.05%
22,353
275
$365K 0.05%
2,206
-20
9 10
11
12 13