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
526
$219 0.01%
+127
527
$218 0.01%
+150
528
$216 0.01%
+362
529
$215 0.01%
+266
530
$215 0.01%
+450
531
$215 0.01%
+1,500
532
$214 0.01%
+169
533
$213 0.01%
+264
534
$208 0.01%
+240
535
$207 0.01%
+430
536
$202 0.01%
+175
537
$5 ﹤0.01%
+15,000
538
– –
-3,988
539
– –
-24,057
540
– –
-3,570
541
– –
-3,604
542
– –
-15,651
543
– –
-3,342
544
– –
-3,680
545
– –
-6,468
546
– –
-11,175
547
– –
-146
548
– –
-11,606
549
– –
-3,132
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