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
$785M
AUM Growth
+$97.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
395
New
Increased
Reduced
Closed

Top Buys

1
+$8.16M
2
+$3.03M
3
+$1.72M
4
AMZN icon
Amazon
AMZN
+$1.67M
5
ITB icon
iShares US Home Construction ETF
ITB
+$1.3M

Top Sells

1
+$3.37M
2
+$3.26M
3
+$2.52M
4
BYND icon
Beyond Meat
BYND
+$1.25M
5
QCOM icon
Qualcomm
QCOM
+$1.21M

Sector Composition

1 Technology 17.22%
2 Consumer Discretionary 8.21%
3 Energy 8.15%
4 Financials 7.4%
5 Communication Services 6.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$231K 0.03%
34,000
-50,972
352
$230K 0.03%
10,080
-561
353
$228K 0.03%
2,629
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354
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355
$225K 0.03%
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356
$224K 0.03%
9,573
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357
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13,639
358
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360
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361
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363
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364
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6,116
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365
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366
$206K 0.03%
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367
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368
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369
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370
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371
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372
$200K 0.03%
2,676
373
$177K 0.02%
271
374
$154K 0.02%
11,000
375
$140K 0.02%
1,546
+215
12 13 14
15
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