MWM

Meridian Wealth Management Portfolio holdings

AUM $2.84B
1-Year Est. Return 28.25%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.15B
AUM Growth
+$125M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
568
New
Increased
Reduced
Closed

Top Buys

1
+$5.09M
2
+$4.85M
3
+$3.67M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$3.15M
5
GLD icon
SPDR Gold Trust
GLD
+$2.55M

Top Sells

1
+$2.95M
2
+$1.16M
3
+$1.07M
4
HD icon
Home Depot
HD
+$1.01M
5
NVDA icon
NVIDIA
NVDA
+$967K

Sector Composition

1 Technology 18.49%
2 Energy 11.74%
3 Financials 6.33%
4 Consumer Discretionary 5.98%
5 Healthcare 5.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$477K 0.04%
5,947
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327
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8,599
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333
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336
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337
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340
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341
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350
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