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
526
$219 0.01%
+127
527
$218 0.01%
+150
528
$216 0.01%
+181
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
– –
-731
548
– –
-11,606
549
– –
-3,132
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