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
$2.47M
AUM Growth
-$217M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
549
New
Increased
Reduced
Closed

Top Buys

1
+$3.54M
2
+$2.84M
3
+$1.17M
4
AAPL icon
Apple
AAPL
+$1.09M
5
MPC icon
Marathon Petroleum
MPC
+$627K

Top Sells

1
+$4.63M
2
+$3.73M
3
+$3.02M
4
MS icon
Morgan Stanley
MS
+$1.35M
5
DVYE icon
iShares Emerging Markets Dividend ETF
DVYE
+$967K

Sector Composition

1 Financials 12.21%
2 Technology 11.4%
3 Communication Services 10.22%
4 Consumer Discretionary 9.15%
5 Industrials 7.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$981 0.04%
+1,493
277
$968 0.04%
+980
278
$966 0.04%
+2,235
279
$955 0.04%
+1,694
280
$951 0.04%
+4,000
281
$940 0.04%
+4,699
282
$935 0.04%
+1,069
283
$932 0.04%
+2,058
284
$926 0.04%
+1,768
285
$918 0.04%
+947
286
$917 0.04%
+5,408
287
$910 0.04%
+1,812
288
$905 0.04%
+4,989
289
$892 0.04%
+2,600
290
$887 0.04%
+2,039
291
$885 0.04%
+909
292
$882 0.04%
+4,110
293
$880 0.04%
+2,190
294
$876 0.04%
+1,198
295
$865 0.04%
+3,300
296
$861 0.03%
+1,875
297
$833 0.03%
+1,002
298
$833 0.03%
+1,345
299
$816 0.03%
+700
300
$814 0.03%
+3,752
10 11
12
13 14