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
$2.47M
AUM Growth
-$217M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
549
New
Increased
Reduced
Closed

Top Buys

1
+$37.2K
2
+$27.5K
3
+$12.1K
4
AAPL icon
Apple
AAPL
+$11.1K
5
BYND icon
Beyond Meat
BYND
+$7.09K

Top Sells

1
+$967K
2
+$423K
3
+$399K
4
SDS icon
ProShares UltraShort S&P500
SDS
+$397K
5
FENY icon
Fidelity MSCI Energy Index ETF
FENY
+$355K

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 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
$675 0.03%
+2,224
332
$658 0.03%
+1,200
333
$656 0.03%
+326
334
$651 0.03%
+4,074
335
$637 0.03%
+1,820
336
$633 0.03%
2,200
-16,930
337
$623 0.03%
+413
338
$623 0.03%
+2,871
339
$623 0.03%
+2,010
340
$618 0.03%
+313
341
$618 0.03%
+1,426
342
$617 0.03%
+300
343
$611 0.02%
+3,250
344
$609 0.02%
+1,030
345
$601 0.02%
+844
346
$597 0.02%
+2,000
347
$589 0.02%
1,056
-7
348
$589 0.02%
+761
349
$584 0.02%
+207
350
$581 0.02%
+1,121
12 13
14
15 16