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
401
$409 0.02%
+316
402
$404 0.02%
264
-3,308
403
$403 0.02%
+241
404
$402 0.02%
+905
405
$400 0.02%
+616
406
$399 0.02%
+622
407
$396 0.02%
+495
408
$396 0.02%
+526
409
$395 0.02%
765
+165
410
$392 0.02%
+170
411
$390 0.02%
+655
412
$390 0.02%
+675
413
$386 0.02%
+205
414
$380 0.02%
+820
415
$378 0.02%
+3,200
416
$377 0.02%
+609
417
$375 0.02%
+1,500
418
$373 0.02%
+400
419
$373 0.02%
+272
420
$367 0.01%
+695
421
$367 0.01%
+260
422
$367 0.01%
+1,302
423
$366 0.01%
+696
424
$365 0.01%
+250
425
$364 0.01%
+917
15 16
17
18 19