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
$785M
AUM Growth
+$97.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
395
New
Increased
Reduced
Closed

Top Buys

1
+$8.16M
2
+$3.03M
3
+$1.72M
4
AMZN icon
Amazon
AMZN
+$1.67M
5
ITB icon
iShares US Home Construction ETF
ITB
+$1.3M

Top Sells

1
+$3.37M
2
+$3.26M
3
+$2.52M
4
BYND icon
Beyond Meat
BYND
+$1.25M
5
QCOM icon
Qualcomm
QCOM
+$1.21M

Sector Composition

1 Technology 17.22%
2 Consumer Discretionary 8.21%
3 Energy 8.15%
4 Financials 7.4%
5 Communication Services 6.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$296K 0.04%
2,229
+209
302
$295K 0.04%
2,376
-542
303
$290K 0.04%
5,961
-819
304
$290K 0.04%
3,955
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305
$288K 0.04%
3,357
+208
306
$287K 0.04%
5,029
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307
$287K 0.04%
30,000
308
$287K 0.04%
414
309
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6,479
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310
$283K 0.04%
10,256
+50
311
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312
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3,193
313
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8,549
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314
$279K 0.04%
3,437
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315
$279K 0.04%
27,000
+8,100
316
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317
$275K 0.04%
17,525
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318
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1,720
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319
$274K 0.03%
3,420
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320
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2,070
321
$262K 0.03%
164,000
+64,000
322
$262K 0.03%
+5,259
323
$262K 0.03%
2,378
324
$262K 0.03%
14,665
+1,500
325
$262K 0.03%
9,355
+1,923
11 12
13
14 15