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
$915M
AUM Growth
-$21.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
434
New
Increased
Reduced
Closed

Top Buys

1
+$3.08M
2
+$2.89M
3
+$2.58M
4
NU icon
Nu Holdings
NU
+$2.41M
5
XOM icon
Exxon Mobil
XOM
+$2.26M

Top Sells

1
+$9.03M
2
+$4.37M
3
+$2.13M
4
DOCU
DocuSign
DOCU
+$1.81M
5
NVDA icon
NVIDIA
NVDA
+$1.67M

Sector Composition

1 Technology 20.16%
2 Energy 10.59%
3 Consumer Discretionary 7.77%
4 Financials 7.65%
5 Healthcare 5.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
– –
-4,859
427
– –
-4,446
428
– –
-6,818
429
– –
-1,215
430
– –
-7,570
431
– –
-3,475
432
– –
-1,378
433
– –
-4,802
434
– –
-8,266
14 15 16 17
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