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
$212M
AUM Growth
+$210M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
556
New
Increased
Reduced
Closed

Top Buys

1
+$2.23M
2
+$1.66M
3
+$830K
4
WM icon
Waste Management
WM
+$809K
5
GLD icon
SPDR Gold Trust
GLD
+$752K

Top Sells

1
+$5.33M
2
+$2.74M
3
+$1.86M
4
NVDA icon
NVIDIA
NVDA
+$1.4M
5
KDP icon
Keurig Dr Pepper
KDP
+$1.04M

Sector Composition

1 Financials 13.48%
2 Technology 11.59%
3 Communication Services 9.76%
4 Consumer Discretionary 8.89%
5 Consumer Staples 7.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.38M 0.65%
22,520
-1,020
27
$1.33M 0.63%
70,443
-993
28
$1.3M 0.61%
7,837
-215
29
$1.28M 0.6%
5,503
-141
30
$1.24M 0.58%
8,900
+5,416
31
$1.19M 0.56%
6,603
-1,956
32
$1.1M 0.52%
5,196
-25
33
$1.09M 0.51%
5,232
-2,219
34
$1.07M 0.51%
102,360
+968
35
$1.06M 0.5%
90,132
+522
36
$1.04M 0.49%
9,591
-101
37
$988K 0.47%
15,949
+11,802
38
$964K 0.45%
9,308
+90
39
$963K 0.45%
7,743
+362
40
$954K 0.45%
8,045
+35
41
$929K 0.44%
4,200
+49
42
$914K 0.43%
18,220
+16,555
43
$880K 0.41%
3,187
-100
44
$880K 0.41%
30,787
-3,848
45
$866K 0.41%
11,207
+200
46
$866K 0.41%
5,630
-134
47
$846K 0.4%
10,439
+281
48
$841K 0.4%
11,410
-15
49
$827K 0.39%
21,774
+4,836
50
$824K 0.39%
7,379
+157
1
2
3 4 5