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
$408M
AUM Growth
+$109M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
283
New
Increased
Reduced
Closed

Top Buys

1 +$11.5M
2 +$6.83M
3 +$5.77M
4
NVDA icon
NVIDIA
NVDA
+$3.35M
5
META icon
Meta Platforms (Facebook)
META
+$2.91M

Top Sells

1 +$1.53M
2 +$1.42M
3 +$1.21M
4
BUD icon
AB InBev
BUD
+$1.18M
5
XAR icon
SPDR S&P Aerospace & Defense ETF
XAR
+$939K

Sector Composition

1 Technology 24%
2 Consumer Discretionary 9.77%
3 Communication Services 8.91%
4 Healthcare 7.31%
5 Financials 6.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
-14,890
277
-27,600
278
-3,585
279
-4,470
280
-2,890
281
-10,138
282
-1,987
283
-21,616