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
$915M
AUM Growth
-$21.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
434
New
Increased
Reduced
Closed

Top Buys

1
+$3.08M
2
+$2.93M
3
+$2.41M
4
XOM icon
Exxon Mobil
XOM
+$2.4M
5
NU icon
Nu Holdings
NU
+$2.32M

Top Sells

1
+$9.97M
2
+$4.46M
3
+$1.92M
4
NVDA icon
NVIDIA
NVDA
+$1.82M
5
DOCU icon
DocuSign
DOCU
+$1.81M

Sector Composition

1 Technology 20.16%
2 Energy 10.59%
3 Consumer Discretionary 7.77%
4 Financials 7.65%
5 Healthcare 5.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$369K 0.04%
2,651
-72
277
$369K 0.04%
6,527
-70
278
$365K 0.04%
4,666
-680
279
$365K 0.04%
5,255
-117
280
$364K 0.04%
+178
281
$359K 0.04%
5,924
-1,548
282
$354K 0.04%
1,883
-438
283
$352K 0.04%
6,663
284
$351K 0.04%
6,126
-1,781
285
$348K 0.04%
+2,614
286
$347K 0.04%
3,048
287
$343K 0.04%
4,013
+3
288
$342K 0.04%
4,147
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289
$342K 0.04%
3,081
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290
$341K 0.04%
1,983
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291
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292
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2,725
293
$339K 0.04%
7,236
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294
$335K 0.04%
41,568
-5,000
295
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3,325
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296
$331K 0.04%
1,262
297
$329K 0.04%
6,046
298
$329K 0.04%
+4,587
299
$326K 0.04%
3,089
-164
300
$324K 0.04%
6,478
10 11
12
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