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
$687M
AUM Growth
+$56.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
380
New
Increased
Reduced
Closed

Top Buys

1
+$4.54M
2
+$2.69M
3
+$2.42M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.47M
5
BGS icon
B&G Foods
BGS
+$1.35M

Top Sells

1
+$5.92M
2
+$2M
3
+$1.3M
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$1.29M
5
TTD icon
Trade Desk
TTD
+$1.19M

Sector Composition

1 Technology 16.27%
2 Energy 8.23%
3 Consumer Discretionary 8.16%
4 Communication Services 7.49%
5 Financials 6.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.89M 0.42%
51,172
-105,043
52
$2.84M 0.41%
7,794
+4,048
53
$2.84M 0.41%
83,376
+26,602
54
$2.74M 0.4%
42,797
+423
55
$2.72M 0.4%
13,448
+327
56
$2.52M 0.37%
13,233
+3,771
57
$2.49M 0.36%
7,754
-1,585
58
$2.44M 0.36%
53,964
-16,386
59
$2.42M 0.35%
31,893
+1,057
60
$2.41M 0.35%
6,448
+592
61
$2.38M 0.35%
40,862
+366
62
$2.32M 0.34%
10,515
+1,020
63
$2.32M 0.34%
12,744
+3
64
$2.31M 0.34%
30,610
+6,258
65
$2.31M 0.34%
6,538
+461
66
$2.3M 0.33%
29,075
+1,040
67
$2.24M 0.33%
86,826
+6,689
68
$2.24M 0.33%
6,884
+1,402
69
$2.21M 0.32%
19,435
+172
70
$2.18M 0.32%
8,468
-2,370
71
$2.16M 0.31%
15,292
-3,424
72
$2.13M 0.31%
61,288
+12,472
73
$2.1M 0.31%
57,880
+1,911
74
$2.09M 0.3%
17,416
+288
75
$2.02M 0.29%
27,066
-2,665
1 2
3
4 5