MWM

Meridian Wealth Management Portfolio holdings

AUM $2.84B
1-Year Est. Return 28.25%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$811M
AUM Growth
+$26.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
409
New
Increased
Reduced
Closed

Top Buys

1
+$8.17M
2
+$2.87M
3
+$2.81M
4
CRWD icon
CrowdStrike
CRWD
+$2.56M
5
SNOW icon
Snowflake
SNOW
+$2.36M

Top Sells

1
+$2.16M
2
+$1.39M
3
+$1.24M
4
GS icon
Goldman Sachs
GS
+$862K
5
ZM icon
Zoom
ZM
+$842K

Sector Composition

1 Technology 19.05%
2 Financials 8.05%
3 Consumer Discretionary 7.99%
4 Energy 7.91%
5 Communication Services 6.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$365K 0.05%
12,326
+471
277
$364K 0.04%
2,831
+205
278
$363K 0.04%
17,515
-10
279
$360K 0.04%
1,516
+11
280
$356K 0.04%
1,540
-235
281
$353K 0.04%
5,722
-874
282
$352K 0.04%
3,207
+829
283
$349K 0.04%
8,997
+18
284
$348K 0.04%
4,898
+943
285
$345K 0.04%
2,243
+1
286
$343K 0.04%
1,767
-31
287
$342K 0.04%
5,880
+56
288
$342K 0.04%
5,885
289
$338K 0.04%
2,362
-354
290
$328K 0.04%
13,642
+107
291
$328K 0.04%
4,446
292
$326K 0.04%
+5,867
293
$325K 0.04%
2,725
294
$322K 0.04%
1,262
295
$321K 0.04%
6,190
-152
296
$320K 0.04%
7,905
+2
297
$312K 0.04%
5,480
-2,930
298
$309K 0.04%
5,962
+1
299
$307K 0.04%
2,556
300
$307K 0.04%
+6,478
10 11
12
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