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
$226M
AUM Growth
+$17.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
258
New
Increased
Reduced
Closed

Top Buys

1
+$12.9M
2
+$4.52M
3
+$3.59M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.27M
5
NVDA icon
NVIDIA
NVDA
+$2.8M

Top Sells

1
+$4.53M
2
+$2.92M
3
+$2.83M
4
MPC icon
Marathon Petroleum
MPC
+$1.41M
5
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$1.25M

Sector Composition

1 Technology 18.05%
2 Consumer Discretionary 11.41%
3 Financials 9.3%
4 Healthcare 9.21%
5 Communication Services 6.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$949K 0.42%
67,596
-3,156
52
$907K 0.4%
+11,503
53
$894K 0.4%
15,075
+8,201
54
$858K 0.38%
84,132
-1,152
55
$854K 0.38%
4,942
-381
56
$835K 0.37%
9,947
+249
57
$819K 0.36%
15,246
+2,814
58
$809K 0.36%
9,255
+1,016
59
$805K 0.36%
+10,781
60
$804K 0.36%
+3,381
61
$797K 0.35%
+24,795
62
$791K 0.35%
8,264
-826
63
$759K 0.34%
6,672
+3,680
64
$758K 0.34%
10,511
+116
65
$756K 0.33%
13,981
+3,847
66
$754K 0.33%
+34,074
67
$750K 0.33%
+62,254
68
$747K 0.33%
53,704
+39,334
69
$723K 0.32%
19,110
+9,225
70
$697K 0.31%
+15,238
71
$688K 0.3%
+67,125
72
$677K 0.3%
11,660
+480
73
$677K 0.3%
5,867
+103
74
$671K 0.3%
+7,579
75
$647K 0.29%
7,275
1 2
3
4 5