MWM

Meridian Wealth Management Portfolio holdings

AUM $2.84B
1-Year Est. Return 28.25%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.25%
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
+$3.54M
2
+$2.84M
3
+$1.17M
4
AAPL icon
Apple
AAPL
+$1.09M
5
MPC icon
Marathon Petroleum
MPC
+$627K

Top Sells

1
+$4.63M
2
+$3.73M
3
+$3.02M
4
MS icon
Morgan Stanley
MS
+$1.35M
5
DVYE icon
iShares Emerging Markets Dividend ETF
DVYE
+$967K

Sector Composition

1 Financials 12.21%
2 Technology 11.4%
3 Communication Services 10.22%
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
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+625
390
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+251
391
$432 0.02%
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392
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393
$430 0.02%
+900
394
$430 0.02%
+1,261
395
$425 0.02%
+1,386
396
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397
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398
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+1,001
399
$412 0.02%
+1,008
400
$410 0.02%
+750
14 15
16
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