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
$936M
AUM Growth
+$126M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
426
New
Increased
Reduced
Closed

Top Buys

1
+$16.4M
2
+$5.04M
3
+$4.03M
4
NET icon
Cloudflare
NET
+$2.89M
5
XOM icon
Exxon Mobil
XOM
+$2.81M

Top Sells

1
+$4.25M
2
+$3.38M
3
+$3.1M
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$1.85M
5
AMD icon
Advanced Micro Devices
AMD
+$1.72M

Sector Composition

1 Technology 22.44%
2 Consumer Discretionary 7.69%
3 Energy 7.45%
4 Financials 7.12%
5 Healthcare 5.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$338K 0.04%
6,478
302
$337K 0.04%
3,946
+131
303
$333K 0.04%
6,046
+320
304
$327K 0.03%
3,522
+2
305
$323K 0.03%
5,963
+1
306
$322K 0.03%
7,713
-1,570
307
$318K 0.03%
3,072
+13
308
$317K 0.03%
2,725
309
$313K 0.03%
3,048
-156
310
$310K 0.03%
5,180
-542
311
$309K 0.03%
3,194
+1
312
$308K 0.03%
2,556
313
$305K 0.03%
3,483
+200
314
$301K 0.03%
3,424
+4
315
$301K 0.03%
8,140
-722
316
$299K 0.03%
528
-5
317
$298K 0.03%
+5,922
318
$298K 0.03%
642
-7
319
$297K 0.03%
+857
320
$297K 0.03%
+4,368
321
$295K 0.03%
970
+36
322
$292K 0.03%
+14,494
323
$287K 0.03%
11,766
+1,449
324
$283K 0.03%
+4,455
325
$282K 0.03%
+2,633
11 12
13
14 15