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

Top Buys

1
+$37.2K
2
+$27.5K
3
+$12.1K
4
AAPL icon
Apple
AAPL
+$11.1K
5
BYND icon
Beyond Meat
BYND
+$7.09K

Top Sells

1
+$967K
2
+$423K
3
+$399K
4
SDS icon
ProShares UltraShort S&P500
SDS
+$397K
5
FENY icon
Fidelity MSCI Energy Index ETF
FENY
+$355K

Sector Composition

1 Financials 12.21%
2 Technology 11.4%
3 Communication Services 10.07%
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
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