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

Top Buys

1
+$3.54M
2
+$2.84M
3
+$1.17M
4
AAPL icon
Apple
AAPL
+$1.09M
5
MPC icon
Marathon Petroleum
MPC
+$627K

Top Sells

1
+$4.63M
2
+$3.73M
3
+$3.02M
4
MS icon
Morgan Stanley
MS
+$1.35M
5
DVYE icon
iShares Emerging Markets Dividend ETF
DVYE
+$967K

Sector Composition

1 Financials 12.21%
2 Technology 11.4%
3 Communication Services 10.22%
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%
+940
460
$298 0.01%
600
-10,048
461
$298 0.01%
+600
462
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463
$295 0.01%
+525
464
$293 0.01%
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465
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466
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+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
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472
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+4,907
473
$281 0.01%
+1,980
474
$280 0.01%
+1,000
475
$279 0.01%
+189
17 18
19
20 21