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
$1.15B
AUM Growth
+$125M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
568
New
Increased
Reduced
Closed

Top Buys

1
+$5.09M
2
+$4.85M
3
+$3.67M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$3.15M
5
GLD icon
SPDR Gold Trust
GLD
+$2.55M

Top Sells

1
+$2.95M
2
+$1.16M
3
+$1.07M
4
HD icon
Home Depot
HD
+$1.01M
5
NVDA icon
NVIDIA
NVDA
+$967K

Sector Composition

1 Technology 18.49%
2 Energy 11.74%
3 Financials 6.33%
4 Consumer Discretionary 5.98%
5 Healthcare 5.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$299K 0.03%
+3,642
427
$299K 0.03%
4,944
428
$299K 0.03%
+3,252
429
$295K 0.03%
6,164
-1,123
430
$294K 0.03%
6,478
431
$294K 0.03%
23,263
+8,228
432
$292K 0.03%
3,407
-8
433
$291K 0.03%
4,466
434
$290K 0.03%
3,595
-2,547
435
$289K 0.03%
9,187
436
$288K 0.03%
11,543
+88
437
$286K 0.03%
1,670
-32
438
$285K 0.02%
7,806
439
$285K 0.02%
6,220
-150
440
$282K 0.02%
+9,639
441
$280K 0.02%
+10,333
442
$279K 0.02%
2,006
-140
443
$278K 0.02%
2,417
-221
444
$277K 0.02%
10,248
-1,218
445
$276K 0.02%
1,550
446
$276K 0.02%
5,067
447
$273K 0.02%
3,707
+2
448
$269K 0.02%
3,187
-75
449
$268K 0.02%
3,761
-7
450
$267K 0.02%
1,270
+95
16 17
18
19 20