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
$811M
AUM Growth
+$26.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
409
New
Increased
Reduced
Closed

Top Buys

1
+$8.24M
2
+$2.84M
3
+$2.73M
4
SNOW icon
Snowflake
SNOW
+$2.51M
5
CRWD icon
CrowdStrike
CRWD
+$2.44M

Top Sells

1
+$2M
2
+$1.35M
3
+$1.23M
4
GS icon
Goldman Sachs
GS
+$835K
5
SMG icon
ScottsMiracle-Gro
SMG
+$790K

Sector Composition

1 Technology 19.05%
2 Financials 8.05%
3 Consumer Discretionary 7.99%
4 Energy 7.91%
5 Communication Services 6.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$307K 0.04%
3,520
-3,199
302
$302K 0.04%
30,000
303
$302K 0.04%
9,283
-11,941
304
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305
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306
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10,109
-7,629
307
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1,388
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308
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414
309
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8,862
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311
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3,381
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312
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314
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315
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7,901
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316
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317
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318
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319
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320
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7,600
321
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6,483
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322
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7,922
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323
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2,702
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324
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3,420
325
$274K 0.03%
5,726
+467
11 12
13
14 15