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
$2.47M
AUM Growth
-$217M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
549
New
Increased
Reduced
Closed

Top Buys

1
+$3.54M
2
+$2.84M
3
+$1.17M
4
AAPL icon
Apple
AAPL
+$1.09M
5
MPC icon
Marathon Petroleum
MPC
+$627K

Top Sells

1
+$4.63M
2
+$3.73M
3
+$3.02M
4
MS icon
Morgan Stanley
MS
+$1.35M
5
DVYE icon
iShares Emerging Markets Dividend ETF
DVYE
+$967K

Sector Composition

1 Financials 12.21%
2 Technology 11.4%
3 Communication Services 10.22%
4 Consumer Discretionary 9.15%
5 Industrials 7.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$581 0.02%
+1,494
352
$579 0.02%
+350
353
$578 0.02%
+500
354
$578 0.02%
+557
355
$578 0.02%
+1,250
356
$575 0.02%
+1,941
357
$574 0.02%
+652
358
$569 0.02%
+1,944
359
$568 0.02%
+715
360
$565 0.02%
+275
361
$560 0.02%
+215
362
$559 0.02%
+5,067
363
$558 0.02%
+383
364
$531 0.02%
+1,835
365
$520 0.02%
+1,040
366
$515 0.02%
+283
367
$512 0.02%
+209
368
$511 0.02%
+506
369
$508 0.02%
+350
370
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+300
371
$502 0.02%
+300
372
$498 0.02%
+4,741
373
$496 0.02%
+1,049
374
$495 0.02%
420
-2,265
375
$494 0.02%
+722
13 14
15
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