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
$785M
AUM Growth
+$97.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
395
New
Increased
Reduced
Closed

Top Buys

1
+$8.17M
2
+$3.06M
3
+$1.67M
4
AMZN icon
Amazon
AMZN
+$1.61M
5
ITB icon
iShares US Home Construction ETF
ITB
+$1.33M

Top Sells

1
+$3.26M
2
+$2.78M
3
+$2.58M
4
QCOM icon
Qualcomm
QCOM
+$1.14M
5
BYND icon
Beyond Meat
BYND
+$1.06M

Sector Composition

1 Technology 17.22%
2 Consumer Discretionary 8.21%
3 Energy 8.15%
4 Financials 7.4%
5 Communication Services 6.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$139K 0.02%
35,544
+590
377
$137K 0.02%
47
+7
378
$110K 0.01%
5,000
+4,500
379
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380
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381
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383
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384
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386
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392
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393
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