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
$299M
AUM Growth
+$73M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
251
New
Increased
Reduced
Closed

Top Buys

1
+$5.31M
2
+$3.46M
3
+$2.89M
4
MSFT icon
Microsoft
MSFT
+$2.11M
5
AAPL icon
Apple
AAPL
+$2.09M

Top Sells

1
+$3.53M
2
+$2.94M
3
+$2.12M
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$1.8M
5
WM icon
Waste Management
WM
+$1.68M

Sector Composition

1 Technology 23.08%
2 Consumer Discretionary 10.78%
3 Healthcare 9.21%
4 Communication Services 8.6%
5 Financials 7.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.19M 0.73%
95,696
+18,333
27
$2.15M 0.72%
8,569
+2,523
28
$2.13M 0.71%
8,269
-6,988
29
$2.1M 0.7%
9,257
+308
30
$2.1M 0.7%
5,743
-3,565
31
$1.92M 0.64%
128,285
+61,160
32
$1.91M 0.64%
15,084
+3,295
33
$1.82M 0.61%
+17,060
34
$1.8M 0.6%
25,440
+820
35
$1.79M 0.6%
10,059
+4,413
36
$1.79M 0.6%
8,849
+8
37
$1.68M 0.56%
5,536
+89
38
$1.62M 0.54%
68,389
-53,744
39
$1.61M 0.54%
20,901
+10,120
40
$1.57M 0.53%
+9,144
41
$1.54M 0.51%
21,345
+5,460
42
$1.46M 0.49%
12,252
-4,773
43
$1.46M 0.49%
276,280
+171,249
44
$1.43M 0.48%
35,198
+20,246
45
$1.41M 0.47%
8,109
-155
46
$1.41M 0.47%
23,456
-16,440
47
$1.37M 0.46%
27,225
+2,430
48
$1.36M 0.45%
3,119
-110
49
$1.34M 0.45%
7,300
+3,242
50
$1.31M 0.44%
32,898
+13,788
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