MWM

Meridian Wealth Management Portfolio holdings

AUM $2.61B
1-Year Est. Return 29.73%
This Quarter Est. Return
1 Year Est. Return
+29.73%
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
State Street 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
– –
-27,600
277
– –
-3,585
278
– –
-4,470
279
– –
-2,890
280
– –
-10,138
281
– –
-1,987
282
– –
-21,616
283
– –
-8,740
8 9 10 11
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