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
$785M
AUM Growth
+$97.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
395
New
Increased
Reduced
Closed

Top Buys

1
+$8.16M
2
+$3.03M
3
+$1.72M
4
AMZN icon
Amazon
AMZN
+$1.67M
5
ITB icon
iShares US Home Construction ETF
ITB
+$1.3M

Top Sells

1
+$3.37M
2
+$3.26M
3
+$2.52M
4
BYND icon
Beyond Meat
BYND
+$1.25M
5
QCOM icon
Qualcomm
QCOM
+$1.21M

Sector Composition

1 Technology 17.22%
2 Consumer Discretionary 8.21%
3 Energy 8.15%
4 Financials 7.4%
5 Communication Services 6.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.26M 0.42%
18,247
+6,451
52
$3.25M 0.41%
80,410
53
$3.21M 0.41%
33,639
+289
54
$3.03M 0.39%
+154,654
55
$2.94M 0.37%
46,625
-4,547
56
$2.92M 0.37%
46,103
+3,306
57
$2.82M 0.36%
14,522
+1,289
58
$2.66M 0.34%
101,026
+14,200
59
$2.57M 0.33%
29,911
+836
60
$2.56M 0.33%
32,498
+605
61
$2.56M 0.33%
7,246
+798
62
$2.55M 0.33%
45,524
+4,662
63
$2.54M 0.32%
26,156
-910
64
$2.54M 0.32%
8,853
+385
65
$2.51M 0.32%
67,541
+6,253
66
$2.51M 0.32%
64,124
+6,244
67
$2.51M 0.32%
16,932
+1,640
68
$2.48M 0.32%
21,402
+3,986
69
$2.44M 0.31%
11,084
+569
70
$2.43M 0.31%
5,294
-1,590
71
$2.37M 0.3%
5,996
-542
72
$2.35M 0.3%
49,974
-3,990
73
$2.34M 0.3%
20,290
+855
74
$2.32M 0.3%
6,004
-1,750
75
$2.3M 0.29%
16,412
+764
1 2
3
4 5