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
$811M
AUM Growth
+$26.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
409
New
Increased
Reduced
Closed

Top Buys

1
+$8.24M
2
+$2.84M
3
+$2.73M
4
SNOW icon
Snowflake
SNOW
+$2.51M
5
CRWD icon
CrowdStrike
CRWD
+$2.44M

Top Sells

1
+$2M
2
+$1.35M
3
+$1.23M
4
GS icon
Goldman Sachs
GS
+$835K
5
SMG icon
ScottsMiracle-Gro
SMG
+$790K

Sector Composition

1 Technology 19.05%
2 Financials 8.05%
3 Consumer Discretionary 7.99%
4 Energy 7.91%
5 Communication Services 6.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.01M 0.74%
85,566
+7,726
27
$5.97M 0.74%
42,686
+1,105
28
$5.53M 0.68%
21,263
+1,266
29
$5M 0.62%
22,453
+660
30
$4.83M 0.6%
44,802
+4,751
31
$4.82M 0.59%
236,264
+15,627
32
$4.77M 0.59%
275,724
+6,024
33
$4.54M 0.56%
26,856
-220
34
$4.38M 0.54%
13,341
+42
35
$4.3M 0.53%
58,211
-4,476
36
$4.3M 0.53%
10,894
-1,260
37
$4.01M 0.49%
20,870
+1,609
38
$3.95M 0.49%
31,058
+3
39
$3.65M 0.45%
79,698
+2,543
40
$3.64M 0.45%
12,388
+399
41
$3.62M 0.45%
96,506
+2,587
42
$3.55M 0.44%
443,339
+38,387
43
$3.55M 0.44%
59,925
+700
44
$3.41M 0.42%
55,869
-1,086
45
$3.39M 0.42%
184,611
+29,957
46
$3.38M 0.42%
80,410
47
$3.38M 0.42%
13,137
+248
48
$3.38M 0.42%
42,640
49
$3.38M 0.42%
66,998
-26,709
50
$3.33M 0.41%
18,579
+332
1
2
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