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
$220M
AUM Growth
+$50M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
217
New
Increased
Reduced
Closed

Top Buys

1
+$4.73M
2
+$4.55M
3
+$4.47M
4
AAPL icon
Apple
AAPL
+$3.22M
5
AMZN icon
Amazon
AMZN
+$1.72M

Top Sells

1
+$2.2M
2
+$1.99M
3
+$537K
4
COP icon
ConocoPhillips
COP
+$528K
5
INTC icon
Intel
INTC
+$500K

Sector Composition

1 Financials 14.24%
2 Technology 9.58%
3 Communication Services 9.12%
4 Healthcare 8.68%
5 Consumer Discretionary 8.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.55M 0.71%
7,732
-1,857
27
$1.51M 0.69%
+9,776
28
$1.49M 0.68%
4,974
+210
29
$1.47M 0.67%
25,803
-525
30
$1.45M 0.66%
78,402
-189
31
$1.35M 0.61%
9,664
-2,601
32
$1.29M 0.59%
8,276
+334
33
$1.26M 0.57%
21,440
-1,960
34
$1.19M 0.54%
50,385
+1,559
35
$1.19M 0.54%
20,355
-443
36
$1.17M 0.53%
6,074
+769
37
$1.14M 0.52%
21,018
+259
38
$1.11M 0.51%
11,816
-1,827
39
$1.11M 0.5%
18,900
+1,060
40
$1.09M 0.5%
4,203
-8,481
41
$1.05M 0.48%
105,448
+2,808
42
$1.01M 0.46%
9,762
+1,298
43
$1.01M 0.46%
89,766
-1,176
44
$1M 0.46%
9,590
+320
45
$980K 0.45%
7,954
-2,196
46
$967K 0.44%
24,057
+1,398
47
$889K 0.4%
5,611
+1,363
48
$865K 0.39%
13,636
+5,479
49
$864K 0.39%
5,249
-12,119
50
$850K 0.39%
3,188
-1,470
1
2
3 4 5