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
$226M
AUM Growth
+$17.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
258
New
Increased
Reduced
Closed

Top Buys

1
+$12.9M
2
+$4.52M
3
+$3.59M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.27M
5
NVDA icon
NVIDIA
NVDA
+$2.8M

Top Sells

1
+$4.53M
2
+$2.92M
3
+$2.83M
4
MPC icon
Marathon Petroleum
MPC
+$1.41M
5
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$1.25M

Sector Composition

1 Technology 18.05%
2 Consumer Discretionary 11.41%
3 Financials 9.3%
4 Healthcare 9.21%
5 Communication Services 6.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.7M 0.75%
77,363
+52,933
27
$1.61M 0.71%
27,102
+23,635
28
$1.55M 0.69%
5,447
+3,799
29
$1.55M 0.69%
10,790
+5,623
30
$1.49M 0.66%
8,949
-387
31
$1.49M 0.66%
+9,627
32
$1.47M 0.65%
13,899
+10,311
33
$1.45M 0.64%
112,868
-784
34
$1.43M 0.63%
24,620
+1,100
35
$1.39M 0.61%
8,841
+887
36
$1.37M 0.61%
+11,789
37
$1.36M 0.6%
+47,725
38
$1.35M 0.6%
6,223
+2,000
39
$1.33M 0.59%
24,954
+17,222
40
$1.33M 0.59%
17,475
+14,250
41
$1.27M 0.56%
8,611
-135
42
$1.24M 0.55%
43,040
+34,065
43
$1.13M 0.5%
6,046
+538
44
$1.07M 0.47%
14,726
+7,953
45
$1.06M 0.47%
19,094
+3,079
46
$1.05M 0.47%
105,600
+4,960
47
$1.03M 0.46%
6,273
-471
48
$1.03M 0.46%
+5,646
49
$1.03M 0.46%
3,229
-36
50
$1.01M 0.45%
19,373
-8,870
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