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
$213M
AUM Growth
+$12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
210
New
Increased
Reduced
Closed

Top Buys

1
+$3.72M
2
+$2.88M
3
+$2.23M
4
NVDA icon
NVIDIA
NVDA
+$1.6M
5
IQ icon
iQIYI
IQ
+$1.59M

Top Sells

1
+$3.05M
2
+$2.79M
3
+$2.61M
4
META icon
Meta Platforms (Facebook)
META
+$2.22M
5
CME icon
CME Group
CME
+$1.12M

Sector Composition

1 Technology 15.51%
2 Financials 12.41%
3 Communication Services 9.87%
4 Healthcare 8.52%
5 Industrials 7.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.59M 0.75%
+49,250
27
$1.49M 0.7%
12,235
+45
28
$1.48M 0.69%
4,992
-215
29
$1.45M 0.68%
11,498
+3,712
30
$1.37M 0.65%
74,931
-300
31
$1.31M 0.62%
23,220
+1,820
32
$1.26M 0.59%
23,079
+2,030
33
$1.11M 0.52%
7,446
-6
34
$1.07M 0.5%
5,478
+80
35
$1.04M 0.49%
6,365
-6,842
36
$1.04M 0.49%
24,844
-404
37
$932K 0.44%
9,145
+369
38
$928K 0.44%
12,152
-43
39
$870K 0.41%
17,294
+796
40
$864K 0.41%
12,908
+271
41
$858K 0.4%
+2,509
42
$827K 0.39%
8,464
+668
43
$824K 0.39%
76,068
+6,306
44
$805K 0.38%
397
+63
45
$803K 0.38%
33,091
-2,207
46
$787K 0.37%
21,019
-136
47
$786K 0.37%
83,016
+16,120
48
$785K 0.37%
4,207
-1,423
49
$778K 0.37%
9,971
+454
50
$743K 0.35%
+6,131
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