MWM

Meridian Wealth Management Portfolio holdings

AUM $2.84B
1-Year Est. Return 28.25%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.25%
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
+$3.54M
2
+$2.84M
3
+$1.17M
4
AAPL icon
Apple
AAPL
+$1.09M
5
MPC icon
Marathon Petroleum
MPC
+$627K

Top Sells

1
+$4.63M
2
+$3.73M
3
+$3.02M
4
MS icon
Morgan Stanley
MS
+$1.35M
5
DVYE icon
iShares Emerging Markets Dividend ETF
DVYE
+$967K

Sector Composition

1 Financials 12.21%
2 Technology 11.4%
3 Communication Services 10.22%
4 Consumer Discretionary 9.15%
5 Industrials 7.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$7.86K 0.32%
11,425
+110
52
$7.85K 0.32%
10,158
+457
53
$7.84K 0.32%
7,873
+15
54
$7.46K 0.3%
13,580
+660
55
$7.21K 0.29%
44,918
+1,858
56
$7.09K 0.29%
+4,413
57
$6.95K 0.28%
16,938
+931
58
$6.85K 0.28%
26,577
-1,434
59
$6.74K 0.27%
15,325
+2,100
60
$6.41K 0.26%
+104,500
61
$6.41K 0.26%
6,930
-4,886
62
$6.39K 0.26%
6,910
+55
63
$6.15K 0.25%
11,380
-7,520
64
$6.14K 0.25%
2,280
+459
65
$6.13K 0.25%
10,727
-343
66
$6.12K 0.25%
12,461
67
$6.04K 0.24%
+20,130
68
$6.02K 0.24%
34,026
+15
69
$5.84K 0.24%
+25,500
70
$5.78K 0.23%
8,787
-4,849
71
$5.74K 0.23%
+10,264
72
$5.69K 0.23%
4,940
-1,885
73
$5.66K 0.23%
4,318
+69
74
$5.55K 0.22%
9,012
-177
75
$5.42K 0.22%
+885
1 2
3
4 5