MWM
Meridian Wealth Management Portfolio holdings
AUM
$2.34B
This Quarter Return
+5.36%
1 Year Return
+23.51%
3 Year Return
+96.6%
5 Year Return
+194.56%
10 Year Return
–
AUM
$2.47M
AUM Growth
+$2.47M
(-99%)
Cap. Flow
-$4.02M
Cap. Flow
% of AUM
-162.6%
Top 10 Holdings %
Top 10 Hldgs %
38.94%
Holding
549
New
356
Increased
93
Reduced
77
Closed
12
Top Buys
| 1 |
Walt Disney
DIS
|
$37.2K |
| 2 |
Salesforce
CRM
|
$27.5K |
| 3 |
AB InBev
BUD
|
$12.1K |
| 4 |
Apple
AAPL
|
$11.1K |
| 5 |
Beyond Meat
BYND
|
$7.09K |
Top Sells
Sector Composition
| 1 | Financials | 12.21% |
| 2 | Technology | 11.4% |
| 3 | Communication Services | 10.07% |
| 4 | Consumer Discretionary | 9.15% |
| 5 | Industrials | 7.79% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
326
Clean Harbors
CLH
$12.9B
| $697 | 0.03% |
+981
| New | +$697 |
|
327
Verisk Analytics
VRSK
$37B
| $696 | 0.03% |
+475
| New | +$696 |
|
328
3M
MMM
$82.2B
| $694 | 0.03% |
+400
| New | +$694 |
|
329
Huntington Bancshares
HBAN
$25.8B
| $692 | 0.03% |
+5,007
| New | +$692 |
|
330
VF Corp
VFC
$5.8B
| $691 | 0.03% |
+791
| New | +$691 |
|
331
Advanced Micro Devices
AMD
$263B
| $675 | 0.03% |
+2,224
| New | +$675 |
|
332
Aflac
AFL
$56.5B
| $658 | 0.03% |
+1,200
| New | +$658 |
|
333
iShares Russell 2000 Growth ETF
IWO
$12.3B
| $656 | 0.03% |
+326
| New | +$656 |
|
|
CRON
334
Cronos Group
CRON
$957M
| $651 | 0.03% |
+4,074
| New | +$651 |
|
335
Chewy
CHWY
$16.3B
| $637 | 0.03% |
+1,820
| New | +$637 |
|
336
Broadcom
AVGO
$1.4T
| $633 | 0.03% |
220
-1,693
| -88% | -$4.87K |
|
337
Illinois Tool Works
ITW
$76.4B
| $623 | 0.03% |
+413
| New | +$623 |
|
338
Kroger
KR
$45.4B
| $623 | 0.03% |
+2,871
| New | +$623 |
|
339
PPL Corp
PPL
$26.9B
| $623 | 0.03% |
+2,010
| New | +$623 |
|
340
Ecolab
ECL
$77.9B
| $618 | 0.03% |
+313
| New | +$618 |
|
341
Microchip Technology
MCHP
$34.3B
| $618 | 0.03% |
+713
| New | +$618 |
|
342
Stryker
SYK
$149B
| $617 | 0.03% |
+300
| New | +$617 |
|
343
Lam Research
LRCX
$123B
| $611 | 0.02% |
+325
| New | +$611 |
|
344
Las Vegas Sands
LVS
$39.1B
| $609 | 0.02% |
+1,030
| New | +$609 |
|
345
iShares Russell Mid-Cap Growth ETF
IWP
$20.3B
| $601 | 0.02% |
+422
| New | +$601 |
|
|
VIAB
346
DELISTED
Viacom Inc. Class B
VIAB
| $597 | 0.02% |
+2,000
| New | +$597 |
|
347
SiriusXM
SIRI
$7.78B
| $589 | 0.02% |
10,562
-63
| -0.6% | -$4 |
|
348
Industrial Select Sector SPDR Fund
XLI
$23.1B
| $589 | 0.02% |
+761
| New | +$589 |
|
349
Elevance Health
ELV
$72.6B
| $584 | 0.02% |
+207
| New | +$584 |
|
350
BHP
BHP
$141B
| $581 | 0.02% |
+1,000
| New | +$581 |
|