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
$212M
AUM Growth
+$210M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
556
New
Increased
Reduced
Closed

Top Buys

1 +$2.23M
2 +$1.66M
3 +$830K
4
WM icon
Waste Management
WM
+$809K
5
GLD icon
SPDR Gold Trust
GLD
+$752K

Top Sells

1 +$5.33M
2 +$2.74M
3 +$1.86M
4
NVDA icon
NVIDIA
NVDA
+$1.4M
5
KDP icon
Keurig Dr Pepper
KDP
+$1.04M

Sector Composition

1 Financials 13.48%
2 Technology 11.59%
3 Communication Services 9.76%
4 Consumer Discretionary 8.89%
5 Consumer Staples 7.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
551
-1,710
552
-1,250
553
-13,935
554
-260
555
-600
556
-413