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
$220M
AUM Growth
+$50M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
217
New
Increased
Reduced
Closed

Top Buys

1
+$4.73M
2
+$4.55M
3
+$4.47M
4
AAPL icon
Apple
AAPL
+$3.22M
5
AMZN icon
Amazon
AMZN
+$1.72M

Top Sells

1
+$2.2M
2
+$1.99M
3
+$537K
4
COP icon
ConocoPhillips
COP
+$528K
5
INTC icon
Intel
INTC
+$500K

Sector Composition

1 Financials 14.24%
2 Technology 9.58%
3 Communication Services 9.12%
4 Healthcare 8.68%
5 Consumer Discretionary 8.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$846K 0.39%
5,534
+668
52
$832K 0.38%
+7,734
53
$828K 0.38%
17,355
-4,365
54
$817K 0.37%
7,848
-1,502
55
$814K 0.37%
4,133
+1,488
56
$812K 0.37%
11,261
+630
57
$790K 0.36%
11,315
+1,434
58
$771K 0.35%
7,858
-59
59
$748K 0.34%
6,825
+20
60
$744K 0.34%
9,701
+427
61
$723K 0.33%
6,962
+1
62
$699K 0.32%
28,011
+1,470
63
$688K 0.31%
16,007
-548
64
$674K 0.31%
43,060
-3,666
65
$667K 0.3%
12,421
-9,318
66
$665K 0.3%
12,335
+61
67
$655K 0.3%
11,070
+599
68
$637K 0.29%
2,584
+782
69
$623K 0.28%
13,225
+2,850
70
$613K 0.28%
6,855
-55
71
$593K 0.27%
34,011
-504
72
$586K 0.27%
+9,189
73
$580K 0.26%
12,461
74
$575K 0.26%
19,130
+1,800
75
$573K 0.26%
3,572
+245
1 2
3
4 5