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
$126M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1
+$6.43M
2
+$5.69M
3
+$5.54M
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$5.52M
5
MPC icon
Marathon Petroleum
MPC
+$4.75M

Top Sells

No sells this quarter

Sector Composition

1 Financials 14.66%
2 Consumer Staples 7.61%
3 Consumer Discretionary 7.39%
4 Energy 7.2%
5 Communication Services 5.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$636K 0.5%
+16,228
52
$628K 0.5%
+6,047
53
$570K 0.45%
+7,513
54
$560K 0.44%
+10,000
55
$553K 0.44%
+10,640
56
$543K 0.43%
+10,400
57
$543K 0.43%
+2,446
58
$540K 0.43%
+15,500
59
$533K 0.42%
+10,177
60
$507K 0.4%
+17,954
61
$498K 0.39%
+3,129
62
$498K 0.39%
+16,508
63
$488K 0.39%
+10,371
64
$479K 0.38%
+21,631
65
$470K 0.37%
+4,139
66
$458K 0.36%
+3,941
67
$450K 0.36%
+5,811
68
$446K 0.35%
+5,029
69
$439K 0.35%
+14,238
70
$429K 0.34%
+9,046
71
$401K 0.32%
+3,236
72
$399K 0.32%
+3,853
73
$382K 0.3%
+3,915
74
$374K 0.3%
+42,126
75
$372K 0.29%
+6,218
1 2
3
4 5