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
$811M
AUM Growth
+$26.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
409
New
Increased
Reduced
Closed

Top Buys

1
+$8.17M
2
+$2.87M
3
+$2.81M
4
CRWD icon
CrowdStrike
CRWD
+$2.56M
5
SNOW icon
Snowflake
SNOW
+$2.36M

Top Sells

1
+$2.16M
2
+$1.39M
3
+$1.24M
4
GS icon
Goldman Sachs
GS
+$862K
5
ZM icon
Zoom
ZM
+$842K

Sector Composition

1 Technology 19.05%
2 Financials 8.05%
3 Consumer Discretionary 7.99%
4 Energy 7.91%
5 Communication Services 6.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
– –
-47
402
– –
-6,116
403
– –
-2,376
404
– –
-19,020
405
– –
-3,210
406
– –
-4,116
407
– –
-1,065
408
– –
-5,000
409
– –
-9,573
13 14 15 16
17