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
$687M
AUM Growth
+$56.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
380
New
Increased
Reduced
Closed

Top Buys

1
+$4.54M
2
+$2.69M
3
+$2.42M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.47M
5
BGS icon
B&G Foods
BGS
+$1.35M

Top Sells

1
+$5.92M
2
+$2M
3
+$1.3M
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$1.29M
5
TTD icon
Trade Desk
TTD
+$1.19M

Sector Composition

1 Technology 16.27%
2 Energy 8.23%
3 Consumer Discretionary 8.16%
4 Communication Services 7.49%
5 Financials 6.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$310K 0.05%
+5,210
277
$300K 0.04%
5,542
+51
278
$299K 0.04%
1,262
279
$299K 0.04%
+11,945
280
$298K 0.04%
+7,822
281
$297K 0.04%
9,503
+211
282
$290K 0.04%
7,602
+1,766
283
$287K 0.04%
+2,713
284
$286K 0.04%
6,780
-1,076
285
$285K 0.04%
3,193
+25
286
$285K 0.04%
1,158
+3
287
$283K 0.04%
1,797
+14
288
$276K 0.04%
12,925
289
$274K 0.04%
+6,477
290
$273K 0.04%
2,914
-290
291
$270K 0.04%
8,506
-894
292
$269K 0.04%
1,705
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293
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10,206
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294
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3,149
-1,332
295
$267K 0.04%
+2,942
296
$262K 0.04%
2,070
297
$260K 0.04%
2,794
+140
298
$258K 0.04%
3,505
-40
299
$258K 0.04%
841
+40
300
$256K 0.04%
9,558
+2
10 11
12
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