MWM

Meridian Wealth Management Portfolio holdings

AUM $2.84B
1-Year Est. Return 28.25%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.25%
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
+$3.54M
2
+$2.84M
3
+$1.17M
4
AAPL icon
Apple
AAPL
+$1.09M
5
MPC icon
Marathon Petroleum
MPC
+$627K

Top Sells

1
+$4.63M
2
+$3.73M
3
+$3.02M
4
MS icon
Morgan Stanley
MS
+$1.35M
5
DVYE icon
iShares Emerging Markets Dividend ETF
DVYE
+$967K

Sector Composition

1 Financials 12.21%
2 Technology 11.4%
3 Communication Services 10.22%
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
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+698
506
$243 0.01%
+121
507
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+231
508
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+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
$233 0.01%
+214
515
$231 0.01%
+450
516
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+21
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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