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
$936M
AUM Growth
+$126M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
426
New
Increased
Reduced
Closed

Top Buys

1
+$16.4M
2
+$5.04M
3
+$4.03M
4
NET icon
Cloudflare
NET
+$2.89M
5
XOM icon
Exxon Mobil
XOM
+$2.81M

Top Sells

1
+$4.25M
2
+$3.38M
3
+$3.1M
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$1.85M
5
AMD icon
Advanced Micro Devices
AMD
+$1.72M

Sector Composition

1 Technology 22.44%
2 Consumer Discretionary 7.69%
3 Energy 7.45%
4 Financials 7.12%
5 Healthcare 5.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$212K 0.02%
150,000
-56,000
377
$210K 0.02%
1,928
+1
378
$209K 0.02%
13,639
379
$209K 0.02%
4,446
380
$208K 0.02%
+2,571
381
$207K 0.02%
+4,624
382
$205K 0.02%
+831
383
$204K 0.02%
+1,513
384
$203K 0.02%
+7,866
385
$202K 0.02%
6,818
-27
386
$200K 0.02%
12,387
387
$190K 0.02%
48,805
+2,855
388
$189K 0.02%
12,611
+43
389
$184K 0.02%
10,977
-1,243
390
$182K 0.02%
28,117
-3,066
391
$174K 0.02%
34,789
-1,450
392
$162K 0.02%
26,352
+3,885
393
$154K 0.02%
12,277
+770
394
$154K 0.02%
11,000
395
– –
0
396
$140K 0.01%
12,873
397
$120K 0.01%
36,597
+800
398
$91K 0.01%
+10,851
399
$47K 0.01%
+10,000
400
$20K ﹤0.01%
+27,819
14 15
16
17 18