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
$915M
AUM Growth
-$21.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
434
New
Increased
Reduced
Closed

Top Buys

1
+$3.08M
2
+$2.93M
3
+$2.41M
4
XOM icon
Exxon Mobil
XOM
+$2.4M
5
NU icon
Nu Holdings
NU
+$2.32M

Top Sells

1
+$9.97M
2
+$4.46M
3
+$1.92M
4
NVDA icon
NVIDIA
NVDA
+$1.82M
5
DOCU icon
DocuSign
DOCU
+$1.81M

Sector Composition

1 Technology 20.16%
2 Energy 10.59%
3 Consumer Discretionary 7.77%
4 Financials 7.65%
5 Healthcare 5.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$202K 0.02%
+4,056
377
$200K 0.02%
+3,612
378
$197K 0.02%
15,676
379
$194K 0.02%
14,300
380
$193K 0.02%
14,434
381
$181K 0.02%
13,639
382
$175K 0.02%
11,182
+205
383
$173K 0.02%
27,975
-142
384
$171K 0.02%
12,387
385
$166K 0.02%
35,577
+788
386
$144K 0.02%
12,173
-700
387
$137K 0.02%
+30,000
388
$129K 0.01%
11,428
-849
389
$128K 0.01%
11,000
390
$124K 0.01%
36,597
391
$116K 0.01%
20,000
-6,352
392
$96K 0.01%
+10,000
393
$94K 0.01%
+10,000
394
– –
0
395
$48K 0.01%
20,000
+10,000
396
$22K ﹤0.01%
20,000
-7,819
397
$6K ﹤0.01%
+10,000
398
– –
0
399
– –
-562
400
– –
-1,300
14 15
16
17 18