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
$687M
AUM Growth
+$56.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
380
New
Increased
Reduced
Closed

Top Buys

1
+$4.54M
2
+$2.69M
3
+$2.42M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.47M
5
BGS icon
B&G Foods
BGS
+$1.35M

Top Sells

1
+$5.92M
2
+$2M
3
+$1.3M
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$1.29M
5
TTD icon
Trade Desk
TTD
+$1.19M

Sector Composition

1 Technology 16.27%
2 Energy 8.23%
3 Consumer Discretionary 8.16%
4 Communication Services 7.49%
5 Financials 6.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$224K 0.03%
1,725
+6
327
$224K 0.03%
4,095
328
$222K 0.03%
13,165
329
$221K 0.03%
3,143
+132
330
$220K 0.03%
882
-579
331
$220K 0.03%
+8,663
332
$219K 0.03%
14,434
333
$217K 0.03%
773
+4
334
$217K 0.03%
14,300
335
$217K 0.03%
13,639
336
$216K 0.03%
7,600
337
$215K 0.03%
+9,210
338
$215K 0.03%
+1,079
339
$214K 0.03%
1,963
-1,033
340
$214K 0.03%
+764
341
$214K 0.03%
+7,432
342
$210K 0.03%
+3,210
343
$209K 0.03%
2,505
-50
344
$208K 0.03%
+2,676
345
$207K 0.03%
+1,182
346
$206K 0.03%
+3,850
347
$205K 0.03%
+572
348
$205K 0.03%
2,988
-484
349
$205K 0.03%
13,888
350
$196K 0.03%
30,132
+1,821
12 13
14
15 16