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
$408M
AUM Growth
+$109M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
283
New
Increased
Reduced
Closed

Top Buys

1
+$11.3M
2
+$6.68M
3
+$5.44M
4
NVDA icon
NVIDIA
NVDA
+$2.88M
5
META icon
Meta Platforms (Facebook)
META
+$2.87M

Top Sells

1
+$1.54M
2
+$1.44M
3
+$1.21M
4
AMZN icon
Amazon
AMZN
+$1.21M
5
XAR icon
State Street SPDR S&P Aerospace & Defense ETF
XAR
+$954K

Sector Composition

1 Technology 24%
2 Consumer Discretionary 9.77%
3 Communication Services 8.91%
4 Healthcare 7.31%
5 Financials 6.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.13M 0.77%
145,305
+49,609
27
$3.08M 0.75%
24,816
-12,345
28
$3.05M 0.75%
14,187
+5,043
29
$2.9M 0.71%
14,512
-179
30
$2.86M 0.7%
12,555
+3,706
31
$2.68M 0.66%
9,655
+1,086
32
$2.5M 0.61%
34,060
+8,620
33
$2.47M 0.61%
81,799
+74,897
34
$2.39M 0.59%
19,660
+2,600
35
$2.38M 0.58%
15,992
+908
36
$2.37M 0.58%
39,848
+17,419
37
$2.37M 0.58%
32,260
+20,280
38
$2.33M 0.57%
11,822
+3,713
39
$2.2M 0.54%
77,785
40
$2.12M 0.52%
5,985
+449
41
$2.09M 0.51%
+36,359
42
$2.05M 0.5%
17,453
+7,094
43
$2.03M 0.5%
43,467
+10,569
44
$2.02M 0.49%
14,567
+9,235
45
$2M 0.49%
5,210
-533
46
$1.88M 0.46%
124,528
-3,757
47
$1.85M 0.45%
+75,364
48
$1.84M 0.45%
27,127
+6,871
49
$1.82M 0.45%
6,565
-1,704
50
$1.78M 0.44%
37,952
+2,754
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