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
$213M
AUM Growth
+$12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
210
New
Increased
Reduced
Closed

Top Buys

1
+$3.72M
2
+$2.88M
3
+$2.23M
4
NVDA icon
NVIDIA
NVDA
+$1.6M
5
IQ icon
iQIYI
IQ
+$1.59M

Top Sells

1
+$3.05M
2
+$2.79M
3
+$2.61M
4
META icon
Meta Platforms (Facebook)
META
+$2.22M
5
CME icon
CME Group
CME
+$1.12M

Sector Composition

1 Technology 15.51%
2 Financials 12.41%
3 Communication Services 9.87%
4 Healthcare 8.52%
5 Industrials 7.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$739K 0.35%
4,747
+285
52
$735K 0.35%
9,227
+232
53
$730K 0.34%
7,027
+19
54
$727K 0.34%
9,160
-133
55
$724K 0.34%
8,691
-1,766
56
$720K 0.34%
13,015
-576
57
$711K 0.33%
43,032
+2,668
58
$702K 0.33%
6,905
-22
59
$669K 0.31%
6,035
+201
60
$664K 0.31%
13,358
+6,145
61
$660K 0.31%
15,380
+305
62
$659K 0.31%
15,627
+229
63
$658K 0.31%
11,800
+1,320
64
$629K 0.3%
9,230
-75
65
$629K 0.3%
12,461
66
$618K 0.29%
7,912
-5,623
67
$611K 0.29%
37,164
+2,334
68
$598K 0.28%
5,425
+21
69
$585K 0.28%
+2,859
70
$581K 0.27%
13,511
+2,459
71
$581K 0.27%
7,147
72
$580K 0.27%
7,089
+25
73
$573K 0.27%
3,484
+233
74
$561K 0.26%
6,752
-2,071
75
$550K 0.26%
7,880
+20
1 2
3
4 5