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
$687M
AUM Growth
+$56.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
380
New
Increased
Reduced
Closed

Top Buys

1
+$4.54M
2
+$2.69M
3
+$2.42M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.47M
5
BGS icon
B&G Foods
BGS
+$1.35M

Top Sells

1
+$5.92M
2
+$2M
3
+$1.3M
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$1.29M
5
TTD icon
Trade Desk
TTD
+$1.19M

Sector Composition

1 Technology 16.27%
2 Energy 8.23%
3 Consumer Discretionary 8.16%
4 Communication Services 7.49%
5 Financials 6.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.84M 0.7%
211,549
+48,479
27
$4.73M 0.69%
25,626
+1,918
28
$4.45M 0.65%
83,462
+460
29
$4.34M 0.63%
269,286
-80,898
30
$4.14M 0.6%
13,549
+279
31
$4.11M 0.6%
63,073
-1,507
32
$4.08M 0.59%
25,539
-4,207
33
$3.99M 0.58%
15,605
+480
34
$3.97M 0.58%
18,755
+481
35
$3.94M 0.57%
62,396
+2,751
36
$3.88M 0.56%
16,722
-399
37
$3.78M 0.55%
34,952
-5,377
38
$3.62M 0.53%
30,968
+1,010
39
$3.6M 0.52%
11,965
-173
40
$3.56M 0.52%
34,024
+7,083
41
$3.54M 0.52%
80,410
42
$3.44M 0.5%
77,155
-2,370
43
$3.4M 0.49%
55,982
+184
44
$3.34M 0.49%
42,581
-54
45
$3.26M 0.47%
35,511
+29,281
46
$3.24M 0.47%
29,831
+184
47
$3.18M 0.46%
6,683
-93
48
$3.13M 0.46%
126,394
+2,236
49
$3.1M 0.45%
33,350
+74
50
$2.93M 0.43%
409,009
+4,029
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