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

Top Buys

1
+$37.2K
2
+$27.5K
3
+$12.1K
4
AAPL icon
Apple
AAPL
+$11.1K
5
BYND icon
Beyond Meat
BYND
+$7.09K

Top Sells

1
+$967K
2
+$423K
3
+$399K
4
SDS icon
ProShares UltraShort S&P500
SDS
+$397K
5
FENY icon
Fidelity MSCI Energy Index ETF
FENY
+$355K

Sector Composition

1 Financials 12.21%
2 Technology 11.4%
3 Communication Services 10.07%
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%
+972
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
$505 0.02%
+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
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