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
$785M
AUM Growth
+$97.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
395
New
Increased
Reduced
Closed

Top Buys

1
+$8.16M
2
+$3.03M
3
+$1.72M
4
AMZN icon
Amazon
AMZN
+$1.67M
5
ITB icon
iShares US Home Construction ETF
ITB
+$1.3M

Top Sells

1
+$3.37M
2
+$3.26M
3
+$2.52M
4
BYND icon
Beyond Meat
BYND
+$1.25M
5
QCOM icon
Qualcomm
QCOM
+$1.21M

Sector Composition

1 Technology 17.22%
2 Consumer Discretionary 8.21%
3 Energy 8.15%
4 Financials 7.4%
5 Communication Services 6.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.61M 0.72%
41,581
+5,647
27
$5.34M 0.68%
19,214
+3,609
28
$5.17M 0.66%
93,707
+10,245
29
$5.1M 0.65%
21,793
+3,038
30
$4.8M 0.61%
220,637
+9,088
31
$4.78M 0.61%
12,154
+4,360
32
$4.76M 0.61%
27,076
+1,450
33
$4.69M 0.6%
269,700
+414
34
$4.56M 0.58%
62,687
-386
35
$4.51M 0.57%
40,051
+5,099
36
$4.24M 0.54%
13,299
-250
37
$4.19M 0.53%
19,261
+2,539
38
$3.96M 0.5%
59,225
-3,171
39
$3.91M 0.5%
31,055
+87
40
$3.74M 0.48%
11,989
+24
41
$3.66M 0.47%
77,155
42
$3.61M 0.46%
56,955
+973
43
$3.6M 0.46%
12,889
-559
44
$3.6M 0.46%
404,952
-4,057
45
$3.6M 0.46%
34,335
+311
46
$3.58M 0.46%
31,725
+1,894
47
$3.45M 0.44%
42,640
+59
48
$3.45M 0.44%
93,919
+10,543
49
$3.35M 0.43%
128,045
+1,651
50
$3.34M 0.43%
6,800
+117
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