MWM

Meridian Wealth Management Portfolio holdings

AUM $2.84B
1-Year Est. Return 28.26%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.26%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$811M
AUM Growth
+$26.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
409
New
Increased
Reduced
Closed

Top Buys

1
+$8.17M
2
+$2.87M
3
+$2.81M
4
CRWD icon
CrowdStrike
CRWD
+$2.56M
5
SNOW icon
Snowflake
SNOW
+$2.36M

Top Sells

1
+$2.16M
2
+$1.39M
3
+$1.24M
4
GS icon
Goldman Sachs
GS
+$862K
5
ZM icon
Zoom
ZM
+$842K

Sector Composition

1 Technology 19.05%
2 Financials 8.05%
3 Consumer Discretionary 7.99%
4 Energy 7.91%
5 Communication Services 6.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$204K 0.03%
6,845
+118
377
$201K 0.02%
12,387
378
$200K 0.02%
+4,130
379
– –
0
380
$195K 0.02%
12,220
-2,431
381
$189K 0.02%
+12,568
382
$151K 0.02%
11,000
383
$143K 0.02%
+11,507
384
$141K 0.02%
+22,467
385
$138K 0.02%
271
386
$137K 0.02%
+12,873
387
$130K 0.02%
35,797
+253
388
$104K 0.01%
1,500
-46
389
$88K 0.01%
+3,000
390
– –
-1,422
391
– –
-7,975
392
– –
-4,629
393
– –
-1,627
394
– –
-1,381
395
– –
-4,169
396
– –
-10,389
397
– –
-2,780
398
– –
-1,028
399
– –
-11,063
400
– –
-5,186
13 14 15
16
17