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
$915M
AUM Growth
-$21.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
434
New
Increased
Reduced
Closed

Top Buys

1
+$3.08M
2
+$2.93M
3
+$2.41M
4
XOM icon
Exxon Mobil
XOM
+$2.4M
5
NU icon
Nu Holdings
NU
+$2.32M

Top Sells

1
+$9.97M
2
+$4.46M
3
+$1.92M
4
NVDA icon
NVIDIA
NVDA
+$1.82M
5
DOCU icon
DocuSign
DOCU
+$1.81M

Sector Composition

1 Technology 20.16%
2 Energy 10.59%
3 Consumer Discretionary 7.77%
4 Financials 7.65%
5 Healthcare 5.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$280K 0.03%
2,070
327
$280K 0.03%
4,686
+231
328
$275K 0.03%
150,000
329
$274K 0.03%
5,964
+1
330
$273K 0.03%
8,515
+375
331
$271K 0.03%
3,339
-85
332
$266K 0.03%
2,633
333
$265K 0.03%
6,296
+22
334
$261K 0.03%
2,714
-586
335
$259K 0.03%
8,927
+136
336
$259K 0.03%
3,088
337
$259K 0.03%
6,876
338
$256K 0.03%
1,025
+55
339
$252K 0.03%
2,443
+30
340
$252K 0.03%
8,670
+245
341
$251K 0.03%
12,925
342
$250K 0.03%
2,958
-194
343
$248K 0.03%
5,275
+323
344
$246K 0.03%
1,305
-357
345
$245K 0.03%
+7,009
346
$244K 0.03%
+3,526
347
$239K 0.03%
+998
348
$239K 0.03%
9,569
+3
349
$238K 0.03%
4,800
-1,398
350
$238K 0.03%
+6,199
12 13
14
15 16