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
$687M
AUM Growth
+$56.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
380
New
Increased
Reduced
Closed

Top Buys

1
+$4.54M
2
+$2.69M
3
+$2.42M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.47M
5
BGS icon
B&G Foods
BGS
+$1.35M

Top Sells

1
+$5.92M
2
+$2M
3
+$1.3M
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$1.29M
5
TTD icon
Trade Desk
TTD
+$1.19M

Sector Composition

1 Technology 16.27%
2 Energy 8.23%
3 Consumer Discretionary 8.16%
4 Communication Services 7.49%
5 Financials 6.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$193K 0.03%
+40,000
352
$193K 0.03%
+18,900
353
$192K 0.03%
32,797
-11,928
354
$176K 0.03%
100,000
355
$159K 0.02%
271
+8
356
$148K 0.02%
11,000
357
$124K 0.02%
+1,331
358
$120K 0.02%
34,954
-234
359
$82K 0.01%
+10,029
360
$80K 0.01%
1,200
361
$37K 0.01%
10,000
362
$12K ﹤0.01%
+500
363
– –
-14,206
364
– –
-2,258
365
– –
-1,457
366
– –
-984
367
– –
-2,902
368
– –
-11,275
369
– –
-23,408
370
– –
-6,872
371
– –
-870
372
– –
-961
373
– –
-10,097
374
– –
-7,062
375
– –
-705
12 13 14
15
16