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
$630M
AUM Growth
+$222M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
352
New
Increased
Reduced
Closed

Top Buys

1 +$30.6M
2 +$13.4M
3 +$5.93M
4
AAPL icon
Apple
AAPL
+$5.72M
5
AMZN icon
Amazon
AMZN
+$5.62M

Top Sells

1 +$1.81M
2 +$1.61M
3 +$1.39M
4
SOXL icon
Direxion Daily Semiconductor Bull 3X Shares
SOXL
+$994K
5
CVS icon
CVS Health
CVS
+$956K

Sector Composition

1 Technology 17.57%
2 Consumer Discretionary 8.96%
3 Communication Services 7.86%
4 Healthcare 6.59%
5 Energy 6.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
351
-1,099
352
-11,000