MWM

Meridian Wealth Management Portfolio holdings

AUM $2.84B
1-Year Est. Return 28.26%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.26%
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
+$2.37M
2
+$1.64M
3
+$894K
4
WM icon
Waste Management
WM
+$822K
5
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$812K

Top Sells

1
+$5.01M
2
+$2.81M
3
+$2.17M
4
NVDA icon
NVIDIA
NVDA
+$1.35M
5
KDP icon
Keurig Dr Pepper
KDP
+$1.06M

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
– –
-1,140
352
– –
-1,426
353
– –
-472
354
– –
-909
355
– –
-885
356
– –
-600
357
– –
-250
358
– –
-1,694
359
– –
-1,272
360
– –
-2,039
361
– –
-730
362
– –
-175
363
– –
-675
364
– –
-917
365
– –
-316
366
– –
-21
367
– –
-478
368
– –
-1,500
369
– –
-2,591
370
– –
-863
371
– –
-1,008
372
– –
-1,087
373
– –
-1,736
374
– –
-3,298
375
– –
-981
13 14
15
16 17