MWM
Meridian Wealth Management Portfolio holdings
AUM
$2.34B
1-Year Return
23.51%
This Quarter Return
+8.86%
1 Year Return
+23.51%
3 Year Return
+96.6%
5 Year Return
+194.56%
10 Year Return
–
AUM
$601M
AUM Growth
-$966M
(-62%)
Cap. Flow
-$1.01B
Cap. Flow
% of AUM
-167.38%
Top 10 Holdings %
Top 10 Hldgs %
49.62%
Holding
603
New
11
Increased
91
Reduced
88
Closed
404
Top Buys
| 1 |
Novo Nordisk
NVO
|
$5.44M |
| 2 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
$3.25M |
| 3 |
IBM
IBM
|
$2.02M |
| 4 |
iShares Core S&P 500 ETF
IVV
|
$1.67M |
| 5 |
iShares Short Treasury Bond ETF
SHV
|
$1.57M |
Top Sells
| 1 |
Invesco QQQ Trust
QQQ
|
$64.9M |
| 2 |
Exxon Mobil
XOM
|
$57.7M |
| 3 |
NVIDIA
NVDA
|
$49.1M |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
$37.4M |
| 5 |
JPMorgan Chase
JPM
|
$30.4M |
Sector Composition
| 1 | Technology | 30.56% |
| 2 | Consumer Discretionary | 12.53% |
| 3 | Healthcare | 7.89% |
| 4 | Industrials | 7.43% |
| 5 | Financials | 6.38% |
