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
$915M
AUM Growth
-$21.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
434
New
Increased
Reduced
Closed

Top Buys

1
+$3.08M
2
+$2.93M
3
+$2.41M
4
XOM icon
Exxon Mobil
XOM
+$2.4M
5
NU icon
Nu Holdings
NU
+$2.32M

Top Sells

1
+$9.97M
2
+$4.46M
3
+$1.92M
4
NVDA icon
NVIDIA
NVDA
+$1.82M
5
DOCU icon
DocuSign
DOCU
+$1.81M

Sector Composition

1 Technology 20.16%
2 Energy 10.59%
3 Consumer Discretionary 7.77%
4 Financials 7.65%
5 Healthcare 5.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$235K 0.03%
2,729
-167
352
$232K 0.03%
+1,450
353
$231K 0.03%
8,320
-260
354
$227K 0.02%
2,856
-271
355
$225K 0.02%
+10,114
356
$223K 0.02%
2,903
-85
357
$223K 0.02%
528
358
$222K 0.02%
9,022
-1,016
359
$220K 0.02%
13,007
+229
360
$220K 0.02%
+1,666
361
$218K 0.02%
+2,111
362
$218K 0.02%
523
-48
363
$217K 0.02%
14,665
364
$217K 0.02%
8,594
-24
365
$217K 0.02%
26,821
+15,970
366
$215K 0.02%
3,184
367
$215K 0.02%
2,630
368
$214K 0.02%
9,704
+28
369
$214K 0.02%
9,350
-1,120
370
$211K 0.02%
4,095
371
$210K 0.02%
1,926
-4,896
372
$208K 0.02%
1,732
373
$207K 0.02%
3,210
374
$203K 0.02%
893
+62
375
$203K 0.02%
779
-1,515
13 14
15
16 17