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
$785M
AUM Growth
+$97.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
395
New
Increased
Reduced
Closed

Top Buys

1
+$8.16M
2
+$3.03M
3
+$1.72M
4
AMZN icon
Amazon
AMZN
+$1.67M
5
ITB icon
iShares US Home Construction ETF
ITB
+$1.3M

Top Sells

1
+$3.37M
2
+$3.26M
3
+$2.52M
4
BYND icon
Beyond Meat
BYND
+$1.25M
5
QCOM icon
Qualcomm
QCOM
+$1.21M

Sector Composition

1 Technology 17.22%
2 Consumer Discretionary 8.21%
3 Energy 8.15%
4 Financials 7.4%
5 Communication Services 6.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$361K 0.05%
2,725
277
$357K 0.05%
13,535
+4,325
278
$355K 0.05%
11,855
279
$354K 0.05%
2,039
+48
280
$353K 0.05%
8,979
-58
281
$352K 0.04%
3,329
-97
282
$347K 0.04%
3,523
+581
283
$345K 0.04%
2,716
-26
284
$343K 0.04%
2,242
285
$338K 0.04%
9,521
+18
286
$337K 0.04%
4,347
-1,268
287
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1,798
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288
$333K 0.04%
1,364
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289
$332K 0.04%
4,169
+337
290
$331K 0.04%
3,374
-2,000
291
$325K 0.04%
+6,342
292
$323K 0.04%
1,262
293
$315K 0.04%
2,531
-24
294
$314K 0.04%
860
+19
295
$304K 0.04%
1,115
-43
296
$303K 0.04%
+7,903
297
$303K 0.04%
4,446
298
$302K 0.04%
7,766
+879
299
$300K 0.04%
3,284
+450
300
$300K 0.04%
7,822
10 11
12
13 14