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
$936M
AUM Growth
+$126M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
426
New
Increased
Reduced
Closed

Top Buys

1
+$16.4M
2
+$5.04M
3
+$4.03M
4
NET icon
Cloudflare
NET
+$2.89M
5
XOM icon
Exxon Mobil
XOM
+$2.81M

Top Sells

1
+$4.25M
2
+$3.38M
3
+$3.1M
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$1.85M
5
AMD icon
Advanced Micro Devices
AMD
+$1.72M

Sector Composition

1 Technology 22.44%
2 Consumer Discretionary 7.69%
3 Energy 7.45%
4 Financials 7.12%
5 Healthcare 5.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.35M 0.68%
46,871
+2,069
27
$5.94M 0.63%
12,445
+10,560
28
$5.66M 0.6%
16,832
-3,030
29
$5.47M 0.58%
12,531
+1,637
30
$5.46M 0.58%
13,159
-182
31
$5.28M 0.56%
8,771
-5,143
32
$5.14M 0.55%
272,874
-2,850
33
$5.07M 0.54%
38,586
+21,982
34
$4.92M 0.53%
125,982
+29,476
35
$4.88M 0.52%
58,312
+101
36
$4.82M 0.51%
22,220
-233
37
$4.52M 0.48%
29,176
+2,320
38
$4.47M 0.48%
21,614
+744
39
$4.44M 0.47%
61,233
+9,941
40
$4.42M 0.47%
31,337
+279
41
$4.36M 0.47%
78,353
+43,224
42
$4.26M 0.45%
85,293
-84,994
43
$4.21M 0.45%
36,797
+6,622
44
$4.18M 0.45%
70,789
-3,771
45
$3.99M 0.43%
76,751
+31,544
46
$3.94M 0.42%
80,132
+434
47
$3.86M 0.41%
18,895
+316
48
$3.79M 0.4%
84,396
+15,322
49
$3.78M 0.4%
197,167
+12,556
50
$3.74M 0.4%
12,765
+377
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