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
26
$15K 0.61%
8,559
-21,762
27
$13.7K 0.55%
9,816
+152
28
$13.6K 0.55%
71,436
-6,966
29
$13.2K 0.53%
8,052
-224
30
$12.7K 0.52%
23,540
+2,100
31
$12.7K 0.51%
26,732
-747
32
$11.9K 0.48%
7,401
-2,375
33
$11.7K 0.48%
5,644
-430
34
$11.2K 0.45%
4,212
+9
35
$10.6K 0.43%
9,218
-544
36
$10.5K 0.43%
101,392
-4,056
37
$10.5K 0.42%
89,610
-156
38
$10.4K 0.42%
9,692
+102
39
$10.1K 0.41%
5,221
-28
40
$9.97K 0.4%
8,010
+56
41
$9.69K 0.39%
3,287
+99
42
$9.03K 0.37%
5,764
+230
43
$8.8K 0.36%
11,007
-254
44
$8.77K 0.35%
34,635
-15,750
45
$8.64K 0.35%
15,790
-5,228
46
$8.49K 0.34%
4,151
+18
47
$8.09K 0.33%
7,381
-467
48
$8.08K 0.33%
7,007
+45
49
$8.01K 0.32%
7,222
-512
50
$7.92K 0.32%
8,748
-131
1
2
3 4 5