MWM
Meridian Wealth Management Portfolio holdings
AUM
$2.34B
1-Year Return
23.51%
This Quarter Return
+6.59%
1 Year Return
+23.51%
3 Year Return
+96.6%
5 Year Return
+194.56%
10 Year Return
–
AUM
$837M
AUM Growth
+$236M
(+39%)
Cap. Flow
+$236M
Cap. Flow
% of AUM
28.2%
Top 10 Holdings %
Top 10 Hldgs %
43.1%
Holding
489
New
290
Increased
–
Reduced
–
Closed
199
Top Buys
| 1 |
NVIDIA
NVDA
|
+$97.3M |
| 2 |
Exxon Mobil
XOM
|
+$79.7M |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
+$44.9M |
| 4 |
JPMorgan Chase
JPM
|
+$39.2M |
| 5 |
Alphabet (Google) Class A
GOOGL
|
+$25.7M |
Top Sells
| 1 |
Microsoft
MSFT
|
+$67.5M |
| 2 |
Apple
AAPL
|
+$66.3M |
| 3 |
Amazon
AMZN
|
+$50.9M |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
+$29.2M |
| 5 |
iShares Core S&P 500 ETF
IVV
|
+$17.6M |
Sector Composition
| 1 | Technology | 17.68% |
| 2 | Energy | 11.26% |
| 3 | Financials | 9.66% |
| 4 | Communication Services | 7.87% |
| 5 | Healthcare | 7.44% |
