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
51
$786K 0.37%
7,713
-160
52
$780K 0.37%
5,255
-18,489
53
$731K 0.34%
4,432
+136
54
$730K 0.34%
5,323
+1,005
55
$725K 0.34%
45,532
+614
56
$712K 0.34%
2,804
+88
57
$700K 0.33%
11,596
+869
58
$696K 0.33%
2,554
+274
59
$691K 0.33%
23,824
+21,600
60
$685K 0.32%
6,895
-35
61
$668K 0.31%
9,114
+102
62
$665K 0.31%
12,461
63
$663K 0.31%
10,880
-500
64
$649K 0.31%
4,080
+1,000
65
$648K 0.31%
+10,150
66
$639K 0.3%
5,342
+402
67
$629K 0.3%
7,005
+95
68
$627K 0.3%
34,329
+303
69
$617K 0.29%
23,652
+9,194
70
$611K 0.29%
6,758
+3,048
71
$590K 0.28%
19,662
+5,845
72
$577K 0.27%
+1,617
73
$570K 0.27%
3,837
-576
74
$558K 0.26%
5,479
-3,269
75
$557K 0.26%
+10,564
1 2
3
4 5