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
$936M
AUM Growth
+$126M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
426
New
Increased
Reduced
Closed

Top Buys

1
+$16.4M
2
+$5.04M
3
+$4.03M
4
NET icon
Cloudflare
NET
+$2.89M
5
XOM icon
Exxon Mobil
XOM
+$2.81M

Top Sells

1
+$4.25M
2
+$3.38M
3
+$3.1M
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$1.85M
5
AMD icon
Advanced Micro Devices
AMD
+$1.72M

Sector Composition

1 Technology 22.44%
2 Consumer Discretionary 7.69%
3 Energy 7.45%
4 Financials 7.12%
5 Healthcare 5.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.71M 0.4%
59,448
-477
52
$3.65M 0.39%
42,812
+172
53
$3.64M 0.39%
14,316
+2,401
54
$3.61M 0.39%
13,950
-384
55
$3.6M 0.38%
193,989
-42,275
56
$3.59M 0.38%
460,477
+17,138
57
$3.48M 0.37%
71,174
+4,176
58
$3.4M 0.36%
5,987
-79
59
$3.4M 0.36%
55,473
-396
60
$3.36M 0.36%
6,497
-115
61
$3.35M 0.36%
161,256
+48,229
62
$3.3M 0.35%
28,119
-765
63
$3.29M 0.35%
28,883
+1,367
64
$3.29M 0.35%
16,075
+6,155
65
$3.27M 0.35%
134,689
+2,853
66
$3.15M 0.34%
75,808
+4,004
67
$3.15M 0.34%
33,781
+1,405
68
$3.15M 0.34%
84,358
+26,396
69
$3.13M 0.33%
55,264
+3,938
70
$3.09M 0.33%
17,789
+431
71
$3M 0.32%
23,204
-2,134
72
$2.99M 0.32%
15,859
-5,404
73
$2.96M 0.32%
37,557
+1,748
74
$2.92M 0.31%
9,083
+679
75
$2.88M 0.31%
30,215
-81
1 2
3
4 5