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
$126M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1
+$6.43M
2
+$5.69M
3
+$5.54M
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$5.52M
5
MPC icon
Marathon Petroleum
MPC
+$4.75M

Top Sells

No sells this quarter

Sector Composition

1 Financials 14.66%
2 Consumer Staples 7.61%
3 Consumer Discretionary 7.39%
4 Energy 7.2%
5 Communication Services 5.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.02M 0.81%
+6,233
27
$1.02M 0.81%
+59,989
28
$1.01M 0.8%
+4,052
29
$993K 0.79%
+57,402
30
$985K 0.78%
+15,666
31
$975K 0.77%
+14,970
32
$974K 0.77%
+23,159
33
$958K 0.76%
+4,004
34
$954K 0.76%
+8,253
35
$947K 0.75%
+29,607
36
$946K 0.75%
+10,140
37
$911K 0.72%
+8,038
38
$908K 0.72%
+20,460
39
$896K 0.71%
+66,728
40
$889K 0.7%
+21,873
41
$872K 0.69%
+30,030
42
$870K 0.69%
+7,291
43
$845K 0.67%
+5,648
44
$843K 0.67%
+15,249
45
$777K 0.62%
+16,410
46
$752K 0.6%
+5,996
47
$737K 0.58%
+48,891
48
$709K 0.56%
+25,728
49
$685K 0.54%
+5,098
50
$669K 0.53%
+11,537
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