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
$408M
AUM Growth
+$109M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
283
New
Increased
Reduced
Closed

Top Buys

1
+$11.5M
2
+$6.83M
3
+$5.77M
4
NVDA icon
NVIDIA
NVDA
+$3.35M
5
META icon
Meta Platforms (Facebook)
META
+$2.91M

Top Sells

1
+$1.53M
2
+$1.42M
3
+$1.21M
4
BUD icon
AB InBev
BUD
+$1.18M
5
XAR icon
SPDR S&P Aerospace & Defense ETF
XAR
+$939K

Sector Composition

1 Technology 24%
2 Consumer Discretionary 9.77%
3 Communication Services 8.91%
4 Healthcare 7.31%
5 Financials 6.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.76M 0.43%
6,990
+2,824
52
$1.63M 0.4%
23,424
-32
53
$1.6M 0.39%
+74,194
54
$1.59M 0.39%
9,600
55
$1.58M 0.39%
24,375
-2,850
56
$1.57M 0.38%
21,794
-2,863
57
$1.57M 0.38%
26,552
+21,689
58
$1.57M 0.38%
3,194
+75
59
$1.54M 0.38%
387,245
+110,965
60
$1.51M 0.37%
+29,015
61
$1.47M 0.36%
6,198
62
$1.46M 0.36%
7,748
+642
63
$1.41M 0.35%
98,280
-3,816
64
$1.4M 0.34%
22,188
+1,287
65
$1.37M 0.34%
12,608
+1,624
66
$1.34M 0.33%
16,891
+8,822
67
$1.33M 0.33%
8,049
+749
68
$1.26M 0.31%
10,665
+8,423
69
$1.26M 0.31%
10,648
+7,671
70
$1.25M 0.31%
+11,495
71
$1.23M 0.3%
21,107
+4,332
72
$1.17M 0.29%
7,604
+1,957
73
$1.16M 0.28%
68,012
-7,100
74
$1.12M 0.27%
60,471
-6,639
75
$1.11M 0.27%
31,985
+5,442
1 2
3
4 5