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
$915M
AUM Growth
-$21.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
434
New
Increased
Reduced
Closed

Top Buys

1
+$3.08M
2
+$2.93M
3
+$2.41M
4
XOM icon
Exxon Mobil
XOM
+$2.4M
5
NU icon
Nu Holdings
NU
+$2.32M

Top Sells

1
+$9.97M
2
+$4.46M
3
+$1.92M
4
NVDA icon
NVIDIA
NVDA
+$1.82M
5
DOCU icon
DocuSign
DOCU
+$1.81M

Sector Composition

1 Technology 20.16%
2 Energy 10.59%
3 Consumer Discretionary 7.77%
4 Financials 7.65%
5 Healthcare 5.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.89M 0.64%
85,010
-700
27
$5.8M 0.63%
12,783
+338
28
$5.35M 0.58%
79,120
-1,460
29
$4.96M 0.54%
22,249
+635
30
$4.86M 0.53%
272,955
+81
31
$4.6M 0.5%
120,053
-5,929
32
$4.56M 0.5%
42,283
+5,486
33
$4.56M 0.5%
7,919
+1,932
34
$4.45M 0.49%
67,270
+6,037
35
$4.43M 0.48%
82,929
+4,576
36
$4.34M 0.47%
56,857
-1,455
37
$4.33M 0.47%
19,533
-2,687
38
$4.29M 0.47%
240,281
+46,292
39
$4.28M 0.47%
26,256
-1,863
40
$4.26M 0.47%
462,345
+1,868
41
$4.26M 0.47%
58,350
-1,098
42
$4.22M 0.46%
30,799
-538
43
$4.21M 0.46%
30,720
+1,544
44
$4.19M 0.46%
213,789
+16,622
45
$4.01M 0.44%
13,395
+236
46
$3.87M 0.42%
17,413
+581
47
$3.83M 0.42%
20,723
+1,828
48
$3.79M 0.41%
76,386
-8,907
49
$3.72M 0.41%
78,075
-2,057
50
$3.71M 0.41%
86,939
+2,543
1
2
3 4 5