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
$811M
AUM Growth
+$26.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
409
New
Increased
Reduced
Closed

Top Buys

1
+$8.24M
2
+$2.84M
3
+$2.73M
4
SNOW icon
Snowflake
SNOW
+$2.51M
5
CRWD icon
CrowdStrike
CRWD
+$2.44M

Top Sells

1
+$2M
2
+$1.35M
3
+$1.23M
4
GS icon
Goldman Sachs
GS
+$835K
5
SMG icon
ScottsMiracle-Gro
SMG
+$790K

Sector Composition

1 Technology 19.05%
2 Financials 8.05%
3 Consumer Discretionary 7.99%
4 Energy 7.91%
5 Communication Services 6.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$236K 0.03%
+2,220
352
$235K 0.03%
2,630
353
$235K 0.03%
3,806
-48
354
$234K 0.03%
584
+17
355
$233K 0.03%
206,000
+42,000
356
$232K 0.03%
533
+2
357
$232K 0.03%
10,317
+237
358
$232K 0.03%
8,558
+44
359
$230K 0.03%
+137
360
$230K 0.03%
+3,241
361
$230K 0.03%
15,676
362
$228K 0.03%
+3,279
363
$228K 0.03%
+3,892
364
$225K 0.03%
14,434
365
$224K 0.03%
14,300
366
$224K 0.03%
4,095
-4,811
367
$221K 0.03%
+4,452
368
$219K 0.03%
13,639
369
$212K 0.03%
1,927
+1
370
$211K 0.03%
11,500
-2,200
371
$206K 0.03%
3,913
+342
372
$205K 0.03%
31,183
+665
373
$205K 0.03%
2,676
374
$205K 0.03%
9,642
+8
375
$205K 0.03%
+4,475
13 14
15
16 17