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
$2.47M
AUM Growth
-$217M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
549
New
Increased
Reduced
Closed

Top Buys

1
+$37.2K
2
+$27.5K
3
+$12.1K
4
AAPL icon
Apple
AAPL
+$11.1K
5
BYND icon
Beyond Meat
BYND
+$7.09K

Top Sells

1
+$967K
2
+$423K
3
+$399K
4
SDS icon
ProShares UltraShort S&P500
SDS
+$397K
5
FENY icon
Fidelity MSCI Energy Index ETF
FENY
+$355K

Sector Composition

1 Financials 12.21%
2 Technology 11.4%
3 Communication Services 10.07%
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
$340 0.01%
+1,357
439
$338 0.01%
+756
440
$337 0.01%
+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%
+190
447
$326 0.01%
+294
448
$320 0.01%
+600
449
$319 0.01%
+534
450
$318 0.01%
+400
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