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
$2.47M
AUM Growth
-$217M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
549
New
Increased
Reduced
Closed

Top Buys

1
+$37.2K
2
+$27.5K
3
+$12.1K
4
AAPL icon
Apple
AAPL
+$11.1K
5
BYND icon
Beyond Meat
BYND
+$7.09K

Top Sells

1
+$967K
2
+$423K
3
+$399K
4
SDS icon
ProShares UltraShort S&P500
SDS
+$397K
5
FENY icon
Fidelity MSCI Energy Index ETF
FENY
+$355K

Sector Composition

1 Financials 12.21%
2 Technology 11.4%
3 Communication Services 10.07%
4 Consumer Discretionary 9.15%
5 Industrials 7.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$804 0.03%
+2,300
302
$800 0.03%
+1,665
303
$795 0.03%
+3,179
304
$785 0.03%
+1,542
305
$773 0.03%
+4,131
306
$771 0.03%
+500
307
$767 0.03%
+7,755
308
$762 0.03%
+4,135
309
$750 0.03%
+1,343
310
$743 0.03%
+1,221
311
$740 0.03%
+865
312
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+730
313
$732 0.03%
460
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314
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+1,272
315
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316
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+3,000
317
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318
$718 0.03%
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319
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320
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321
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406
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322
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+1,630
323
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+4,725
324
$701 0.03%
75
-82
325
$698 0.03%
+331
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