MWM

Meridian Wealth Management Portfolio holdings

AUM $2.61B
1-Year Est. Return 29.73%
This Quarter Est. Return
1 Year Est. Return
+29.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$212M
AUM Growth
+$210M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
556
New
Increased
Reduced
Closed

Top Buys

1
+$2.23M
2
+$1.66M
3
+$830K
4
WM icon
Waste Management
WM
+$809K
5
GLD icon
SPDR Gold Trust
GLD
+$752K

Top Sells

1
+$5.33M
2
+$2.74M
3
+$1.86M
4
NVDA icon
NVIDIA
NVDA
+$1.4M
5
KDP icon
Keurig Dr Pepper
KDP
+$1.04M

Sector Composition

1 Financials 13.48%
2 Technology 11.59%
3 Communication Services 9.76%
4 Consumer Discretionary 8.89%
5 Consumer Staples 7.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
– –
-121
402
– –
-3,250
403
– –
-1,030
404
– –
-1,140
405
– –
-1,426
406
– –
-472
407
– –
-909
408
– –
-885
409
– –
-600
410
– –
-478
411
– –
-2,591
412
– –
-1,087
413
– –
-1,736
414
– –
-3,298
415
– –
-981
416
– –
-205
417
– –
-7,875
418
– –
-4,175
419
– –
-900
420
– –
-25,500
421
– –
-1,162
422
– –
-5,408
423
– –
-4,989
424
– –
-4,135
425
– –
-526
15 16
17
18 19