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
$936M
AUM Growth
+$126M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
426
New
Increased
Reduced
Closed

Top Buys

1
+$16.4M
2
+$5.04M
3
+$4.03M
4
NET icon
Cloudflare
NET
+$2.89M
5
XOM icon
Exxon Mobil
XOM
+$2.81M

Top Sells

1
+$4.25M
2
+$3.38M
3
+$3.1M
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$1.85M
5
AMD icon
Advanced Micro Devices
AMD
+$1.72M

Sector Composition

1 Technology 22.44%
2 Consumer Discretionary 7.69%
3 Energy 7.45%
4 Financials 7.12%
5 Healthcare 5.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$475K 0.05%
2,723
+517
252
$473K 0.05%
2,742
+4
253
$472K 0.05%
8,109
-7
254
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1,871
+50
255
$468K 0.05%
1,694
+154
256
$452K 0.05%
5,346
257
$449K 0.05%
10,302
+58
258
$448K 0.05%
3,657
+1,457
259
$444K 0.05%
+5,065
260
$439K 0.05%
6,189
+1,291
261
$426K 0.05%
6,663
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262
$426K 0.05%
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263
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2,161
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264
$417K 0.04%
1,887
-19
265
$416K 0.04%
42,094
266
$416K 0.04%
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267
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269
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6,597
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270
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6,190
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271
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1,662
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272
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2,221
-60
273
$403K 0.04%
12,326
274
$401K 0.04%
5,372
-1,026
275
$401K 0.04%
2,410
-1,185
9 10
11
12 13