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
451
$317 0.01%
+1,393
452
$316 0.01%
+950
453
$314 0.01%
+800
454
$314 0.01%
+375
455
$313 0.01%
+1,430
456
$308 0.01%
+705
457
$306 0.01%
+1,561
458
$299 0.01%
+1,010
459
$299 0.01%
+470
460
$298 0.01%
600
-10,048
461
$298 0.01%
+600
462
$295 0.01%
+873
463
$295 0.01%
+525
464
$293 0.01%
+583
465
$290 0.01%
+209
466
$288 0.01%
+232
467
$287 0.01%
+1,043
468
$287 0.01%
+1,260
469
$285 0.01%
+125
470
$283 0.01%
174
-1,355
471
$283 0.01%
+358
472
$283 0.01%
+4,907
473
$281 0.01%
+1,980
474
$280 0.01%
+1,000
475
$279 0.01%
+189
17 18
19
20 21