MWM

Meridian Wealth Management Portfolio holdings

AUM $2.61B
1-Year Est. Return 29.73%
This Quarter Est. Return
1 Year Est. Return
+29.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$212M
AUM Growth
+$210M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
556
New
Increased
Reduced
Closed

Top Buys

1
+$2.23M
2
+$1.66M
3
+$830K
4
WM icon
Waste Management
WM
+$809K
5
GLD icon
SPDR Gold Trust
GLD
+$752K

Top Sells

1
+$5.33M
2
+$2.74M
3
+$1.86M
4
NVDA icon
NVIDIA
NVDA
+$1.4M
5
KDP icon
Keurig Dr Pepper
KDP
+$1.04M

Sector Composition

1 Financials 13.48%
2 Technology 11.59%
3 Communication Services 9.76%
4 Consumer Discretionary 8.89%
5 Consumer Staples 7.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
– –
-1,345
352
– –
-616
353
– –
-4,000
354
– –
-3,251
355
– –
-274
356
– –
-300
357
– –
-2,626
358
– –
-266
359
– –
-1,032
360
– –
-375
361
– –
-1,768
362
– –
-696
363
– –
-950
364
– –
-1,040
365
– –
-200
366
– –
-641
367
– –
-1,650
368
– –
-1,485
369
– –
-1,875
370
– –
-1,301
371
– –
-317
372
– –
-10,500
373
– –
-1,271
374
– –
-588
375
– –
-655
13 14
15
16 17