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
$687M
AUM Growth
+$56.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
380
New
Increased
Reduced
Closed

Top Buys

1
+$4.54M
2
+$2.69M
3
+$2.42M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.47M
5
BGS icon
B&G Foods
BGS
+$1.35M

Top Sells

1
+$5.92M
2
+$2M
3
+$1.3M
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$1.29M
5
TTD icon
Trade Desk
TTD
+$1.19M

Sector Composition

1 Technology 16.27%
2 Energy 8.23%
3 Consumer Discretionary 8.16%
4 Communication Services 7.49%
5 Financials 6.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$254K 0.04%
+2,378
302
$254K 0.04%
945
303
$254K 0.04%
+6,887
304
$253K 0.04%
2,630
305
$251K 0.04%
3,212
306
$250K 0.04%
+2,362
307
$249K 0.04%
403
308
$249K 0.04%
+14,275
309
$246K 0.04%
+2,020
310
$246K 0.04%
+11,314
311
$246K 0.04%
2,987
-31
312
$244K 0.04%
2,000
+217
313
$242K 0.04%
2,834
+84
314
$241K 0.04%
3,426
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315
$240K 0.03%
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316
$237K 0.03%
15,052
+1,544
317
$233K 0.03%
414
318
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319
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320
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6,441
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321
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8,468
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322
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30,000
323
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14,580
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324
$225K 0.03%
+3,003
325
$224K 0.03%
15,676
11 12
13
14 15