MWM
Meridian Wealth Management Portfolio holdings
AUM
$2.34B
This Quarter Return
-0.01%
1 Year Return
+23.51%
3 Year Return
+96.6%
5 Year Return
+194.56%
10 Year Return
–
AUM
$915M
AUM Growth
+$915M
(-2.3%)
Cap. Flow
+$7.53M
Cap. Flow
% of AUM
0.82%
Top 10 Holdings %
Top 10 Hldgs %
37.32%
Holding
434
New
33
Increased
157
Reduced
157
Closed
37
Top Buys
| 1 |
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
|
$3.08M |
| 2 |
Vanguard S&P 500 ETF
VOO
|
$2.93M |
| 3 |
Schwab US Broad Market ETF
SCHB
|
$2.43M |
| 4 |
Goldman Sachs
GS
|
$2.41M |
| 5 |
Exxon Mobil
XOM
|
$2.4M |
Top Sells
| 1 |
Energy Select Sector SPDR Fund
XLE
|
$9.97M |
| 2 |
Invesco QQQ Trust
QQQ
|
$4.46M |
| 3 |
Netflix
NFLX
|
$1.92M |
| 4 |
NVIDIA
NVDA
|
$1.82M |
| 5 |
DocuSign
DOCU
|
$1.82M |
Sector Composition
| 1 | Technology | 20.16% |
| 2 | Energy | 10.59% |
| 3 | Consumer Discretionary | 7.77% |
| 4 | Financials | 7.65% |
| 5 | Healthcare | 5.75% |
