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
$2.47M
AUM Growth
-$217M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
549
New
Increased
Reduced
Closed

Top Buys

1
+$37.2K
2
+$27.5K
3
+$12.1K
4
AAPL icon
Apple
AAPL
+$11.1K
5
BYND icon
Beyond Meat
BYND
+$7.09K

Top Sells

1
+$967K
2
+$423K
3
+$399K
4
SDS icon
ProShares UltraShort S&P500
SDS
+$397K
5
FENY icon
Fidelity MSCI Energy Index ETF
FENY
+$355K

Sector Composition

1 Financials 12.21%
2 Technology 11.4%
3 Communication Services 10.07%
4 Consumer Discretionary 9.15%
5 Industrials 7.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$250 0.01%
+1,255
502
$249 0.01%
+332
503
$246 0.01%
+375
504
$246 0.01%
+715
505
$244 0.01%
+698
506
$243 0.01%
+121
507
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+231
508
$240 0.01%
+274
509
$239 0.01%
+500
510
$237 0.01%
+975
511
$236 0.01%
+1,500
512
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+274
513
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+792
514
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+214
515
$231 0.01%
+450
516
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517
$229 0.01%
+1,930
518
$228 0.01%
+206
519
$228 0.01%
+500
520
$228 0.01%
+1,526
521
$222 0.01%
+969
522
$222 0.01%
+185
523
$221 0.01%
+1,000
524
$220 0.01%
+132
525
$219 0.01%
+182
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