MWM

Meridian Wealth Management Portfolio holdings

AUM $2.84B
1-Year Est. Return 28.25%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.47M
AUM Growth
-$217M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
549
New
Increased
Reduced
Closed

Top Buys

1
+$3.54M
2
+$2.84M
3
+$1.17M
4
AAPL icon
Apple
AAPL
+$1.09M
5
MPC icon
Marathon Petroleum
MPC
+$627K

Top Sells

1
+$4.63M
2
+$3.73M
3
+$3.02M
4
MS icon
Morgan Stanley
MS
+$1.35M
5
DVYE icon
iShares Emerging Markets Dividend ETF
DVYE
+$967K

Sector Composition

1 Financials 12.21%
2 Technology 11.4%
3 Communication Services 10.22%
4 Consumer Discretionary 9.15%
5 Industrials 7.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$697 0.03%
+981
327
$696 0.03%
+475
328
$694 0.03%
+478
329
$692 0.03%
+5,007
330
$691 0.03%
+791
331
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+2,224
332
$658 0.03%
+1,200
333
$656 0.03%
+326
334
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+4,074
335
$637 0.03%
+1,820
336
$633 0.03%
2,200
-16,930
337
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338
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+2,871
339
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340
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341
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342
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343
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+3,250
344
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345
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346
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347
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348
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349
$584 0.02%
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350
$581 0.02%
+1,121
12 13
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