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
$811M
AUM Growth
+$26.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
409
New
Increased
Reduced
Closed

Top Buys

1
+$8.24M
2
+$2.84M
3
+$2.73M
4
SNOW icon
Snowflake
SNOW
+$2.51M
5
CRWD icon
CrowdStrike
CRWD
+$2.44M

Top Sells

1
+$2M
2
+$1.35M
3
+$1.23M
4
GS icon
Goldman Sachs
GS
+$835K
5
SMG icon
ScottsMiracle-Gro
SMG
+$790K

Sector Composition

1 Technology 19.05%
2 Financials 8.05%
3 Consumer Discretionary 7.99%
4 Energy 7.91%
5 Communication Services 6.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.29M 0.41%
30,175
-1,550
52
$3.28M 0.41%
51,292
+4,667
53
$3.23M 0.4%
11,915
+3,730
54
$3.22M 0.4%
131,836
+3,791
55
$3.21M 0.4%
74,560
+10,436
56
$3.18M 0.39%
6,612
-188
57
$3.16M 0.39%
27,516
+7,226
58
$2.96M 0.36%
51,326
+5,223
59
$2.95M 0.36%
25,338
-818
60
$2.93M 0.36%
28,884
-5,451
61
$2.91M 0.36%
14,334
-188
62
$2.84M 0.35%
+69,074
63
$2.81M 0.35%
107,356
+6,330
64
$2.79M 0.34%
35,809
+3,311
65
$2.73M 0.34%
6,066
+70
66
$2.61M 0.32%
17,358
+426
67
$2.61M 0.32%
30,296
+385
68
$2.58M 0.32%
7,411
+3,222
69
$2.56M 0.32%
71,804
+4,263
70
$2.54M 0.31%
32,376
+1,656
71
$2.51M 0.31%
+8,285
72
$2.45M 0.3%
35,023
+3,728
73
$2.44M 0.3%
45,207
-317
74
$2.44M 0.3%
+9,920
75
$2.44M 0.3%
8,404
-449
1 2
3
4 5