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
$811M
AUM Growth
+$26.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
409
New
Increased
Reduced
Closed

Top Buys

1
+$8.24M
2
+$2.84M
3
+$2.73M
4
SNOW icon
Snowflake
SNOW
+$2.51M
5
CRWD icon
CrowdStrike
CRWD
+$2.44M

Top Sells

1
+$2M
2
+$1.35M
3
+$1.23M
4
GS icon
Goldman Sachs
GS
+$835K
5
SMG icon
ScottsMiracle-Gro
SMG
+$790K

Sector Composition

1 Technology 19.05%
2 Financials 8.05%
3 Consumer Discretionary 7.99%
4 Energy 7.91%
5 Communication Services 6.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$274K 0.03%
2,906
+16
327
$268K 0.03%
3,283
-1
328
$262K 0.03%
5,849
-13,701
329
$259K 0.03%
3,193
330
$257K 0.03%
9,564
+3
331
$256K 0.03%
3,212
332
$256K 0.03%
8,414
-135
333
$256K 0.03%
3,109
+13
334
$252K 0.03%
14,665
335
$251K 0.03%
2,940
+311
336
$249K 0.03%
2,200
337
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+2,942
338
$248K 0.03%
2,070
339
$247K 0.03%
8,867
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340
$246K 0.03%
2,989
341
$246K 0.03%
8,667
+1,000
342
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2,414
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343
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1,243
345
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649
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346
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2,531
347
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885
348
$239K 0.03%
934
+152
349
$238K 0.03%
14,879
-254
350
$237K 0.03%
+5,706
12 13
14
15 16