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
$936M
AUM Growth
+$126M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
426
New
Increased
Reduced
Closed

Top Buys

1 +$16.4M
2 +$5.04M
3 +$4.03M
4
NET icon
Cloudflare
NET
+$2.89M
5
XOM icon
Exxon Mobil
XOM
+$2.81M

Top Sells

1 +$4.25M
2 +$3.38M
3 +$3.1M
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$1.85M
5
AMD icon
Advanced Micro Devices
AMD
+$1.72M

Sector Composition

1 Technology 22.44%
2 Consumer Discretionary 7.69%
3 Energy 7.45%
4 Financials 7.12%
5 Healthcare 5.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
426
-2,093