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
426
$363 0.01%
+506
427
$363 0.01%
+2,300
428
$357 0.01%
+610
429
$353 0.01%
+1,710
430
$351 0.01%
+1,301
431
$350 0.01%
+600
432
$348 0.01%
+108
433
$347 0.01%
+417
434
$346 0.01%
+317
435
$346 0.01%
+900
436
$342 0.01%
+200
437
$341 0.01%
+249
438
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+1,357
439
$338 0.01%
+756
440
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+1,650
441
$337 0.01%
+1,162
442
$336 0.01%
+2,200
443
$333 0.01%
+863
444
$331 0.01%
+588
445
$329 0.01%
+526
446
$327 0.01%
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447
$326 0.01%
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448
$320 0.01%
+600
449
$319 0.01%
+1,068
450
$318 0.01%
+400
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