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
$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
– –
-8,173
402
– –
-3,303
403
– –
-5,675
404
– –
-1,500
405
– –
-2,000
406
– –
-219
407
– –
-3,179
408
– –
-300
409
– –
-625
410
– –
-9,302
411
– –
-400
412
– –
-1,342
413
– –
-1,561
414
– –
-1,550
415
– –
-5,360
416
– –
-100
417
– –
-820
418
– –
-7,460
419
– –
-4,725
420
– –
-1,260
421
– –
-1,500
422
– –
-5,707
423
– –
-1,930
424
– –
-213
425
– –
-600
15 16
17
18 19