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
$785M
AUM Growth
+$97.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
395
New
Increased
Reduced
Closed

Top Buys

1
+$8.16M
2
+$3.03M
3
+$1.72M
4
AMZN icon
Amazon
AMZN
+$1.67M
5
ITB icon
iShares US Home Construction ETF
ITB
+$1.3M

Top Sells

1
+$3.37M
2
+$3.26M
3
+$2.52M
4
BYND icon
Beyond Meat
BYND
+$1.25M
5
QCOM icon
Qualcomm
QCOM
+$1.21M

Sector Composition

1 Technology 17.22%
2 Consumer Discretionary 8.21%
3 Energy 8.15%
4 Financials 7.4%
5 Communication Services 6.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$261K 0.03%
9,561
+3
327
$260K 0.03%
3,212
328
$259K 0.03%
7,667
+65
329
$258K 0.03%
13,700
+2,386
330
$256K 0.03%
1,627
-7,973
331
$256K 0.03%
3,096
+109
332
$254K 0.03%
+2,556
333
$254K 0.03%
15,133
+81
334
$253K 0.03%
2,200
+2
335
$249K 0.03%
2,630
336
$249K 0.03%
1,730
+5
337
$245K 0.03%
642
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338
$244K 0.03%
2,989
+1
339
$244K 0.03%
+531
340
$240K 0.03%
+2,416
341
$240K 0.03%
+2,362
342
$239K 0.03%
14,651
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343
$237K 0.03%
1,243
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344
$236K 0.03%
7,600
345
$234K 0.03%
5,186
-4,364
346
$233K 0.03%
3,854
+4
347
$233K 0.03%
15,676
348
$232K 0.03%
14,300
349
$232K 0.03%
8,514
+46
350
$231K 0.03%
14,434
12 13
14
15 16