MWM
Meridian Wealth Management Portfolio holdings
AUM
$2.34B
1-Year Return
23.51%
This Quarter Return
+5.36%
1 Year Return
+23.51%
3 Year Return
+96.6%
5 Year Return
+194.56%
10 Year Return
–
AUM
$2.47M
AUM Growth
-$217M
(-99%)
Cap. Flow
-$4.02M
Cap. Flow
% of AUM
-162.51%
Top 10 Holdings %
Top 10 Hldgs %
38.94%
Holding
549
New
356
Increased
93
Reduced
77
Closed
12
Top Buys
| 1 |
Walt Disney
DIS
|
$37.2K |
| 2 |
Salesforce
CRM
|
$27.5K |
| 3 |
AB InBev
BUD
|
$12.1K |
| 4 |
Apple
AAPL
|
$11.1K |
| 5 |
Beyond Meat
BYND
|
$7.09K |
Top Sells
Sector Composition
| 1 | Financials | 12.21% |
| 2 | Technology | 11.4% |
| 3 | Communication Services | 10.07% |
| 4 | Consumer Discretionary | 9.15% |
| 5 | Industrials | 7.79% |
