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
$2.47M
AUM Growth
-$217M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
549
New
Increased
Reduced
Closed

Top Buys

1
+$37.2K
2
+$27.5K
3
+$12.1K
4
AAPL icon
Apple
AAPL
+$11.1K
5
BYND icon
Beyond Meat
BYND
+$7.09K

Top Sells

1
+$967K
2
+$423K
3
+$399K
4
SDS icon
ProShares UltraShort S&P500
SDS
+$397K
5
FENY icon
Fidelity MSCI Energy Index ETF
FENY
+$355K

Sector Composition

1 Financials 12.21%
2 Technology 11.4%
3 Communication Services 10.07%
4 Consumer Discretionary 9.15%
5 Industrials 7.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$484 0.02%
+7,546
377
$478 0.02%
932
-8,448
378
$473 0.02%
+4,000
379
$473 0.02%
+1,850
380
$472 0.02%
+1,445
381
$471 0.02%
+374
382
$464 0.02%
+1,820
383
$462 0.02%
+198
384
$462 0.02%
+5,000
385
$459 0.02%
+370
386
$454 0.02%
+2,000
387
$453 0.02%
+2,355
388
$451 0.02%
+447
389
$442 0.02%
+625
390
$436 0.02%
+251
391
$432 0.02%
+191
392
$432 0.02%
+219
393
$430 0.02%
+900
394
$430 0.02%
+1,261
395
$425 0.02%
+1,386
396
$420 0.02%
+100
397
$418 0.02%
+990
398
$414 0.02%
+1,001
399
$412 0.02%
+1,008
400
$410 0.02%
+750
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