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
451
$267K 0.02%
1,044
-197
452
$266K 0.02%
2,677
-42
453
$263K 0.02%
11,651
+2,160
454
$260K 0.02%
4,107
+1
455
$259K 0.02%
3,298
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456
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1,151
-5
457
$259K 0.02%
+2,236
458
$256K 0.02%
+9,560
459
$256K 0.02%
10,492
-5,746
460
$255K 0.02%
2,811
-14
461
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+5,984
462
$253K 0.02%
1,711
-295
463
$253K 0.02%
+5,050
464
$253K 0.02%
9,366
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465
$252K 0.02%
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466
$250K 0.02%
13,637
-5,125
467
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468
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470
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781
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$244K 0.02%
3,347
-1,348
472
$243K 0.02%
4,499
-115
473
$239K 0.02%
1,396
-177
474
$238K 0.02%
5,772
-203
475
$235K 0.02%
4,376
17 18
19
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