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
$299M
AUM Growth
+$73M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
251
New
Increased
Reduced
Closed

Top Buys

1
+$5.31M
2
+$3.46M
3
+$2.89M
4
MSFT icon
Microsoft
MSFT
+$2.11M
5
AAPL icon
Apple
AAPL
+$2.09M

Top Sells

1
+$3.53M
2
+$2.94M
3
+$2.12M
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$1.8M
5
WM icon
Waste Management
WM
+$1.68M

Sector Composition

1 Technology 23.08%
2 Consumer Discretionary 10.78%
3 Healthcare 9.21%
4 Communication Services 8.6%
5 Financials 7.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.29M 0.43%
102,096
-3,504
52
$1.29M 0.43%
9,600
+50
53
$1.27M 0.42%
25,760
+14,182
54
$1.27M 0.42%
20,256
+883
55
$1.24M 0.41%
22,429
+7,183
56
$1.23M 0.41%
75,112
-37,756
57
$1.2M 0.4%
11,329
-15,903
58
$1.18M 0.4%
13,475
-4,000
59
$1.18M 0.39%
6,198
-75
60
$1.18M 0.39%
67,110
-486
61
$1.09M 0.36%
16,775
+1,700
62
$1.06M 0.36%
69,974
+16,270
63
$1.05M 0.35%
4,076
-2,147
64
$1.04M 0.35%
83,160
+19,560
65
$1.02M 0.34%
83,064
-1,068
66
$1.02M 0.34%
3,526
+145
67
$1M 0.34%
10,984
-519
68
$981K 0.33%
1,574
+1,004
69
$965K 0.32%
9,492
-455
70
$960K 0.32%
68,054
+5,800
71
$944K 0.32%
10,359
+3,119
72
$919K 0.31%
2,269
+181
73
$911K 0.3%
15,506
-3,588
74
$868K 0.29%
5,289
+1,331
75
$866K 0.29%
+3,800
1 2
3
4 5