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
$915M
AUM Growth
-$21.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
434
New
Increased
Reduced
Closed

Top Buys

1
+$3.08M
2
+$2.93M
3
+$2.41M
4
XOM icon
Exxon Mobil
XOM
+$2.4M
5
NU icon
Nu Holdings
NU
+$2.32M

Top Sells

1
+$9.97M
2
+$4.46M
3
+$1.92M
4
NVDA icon
NVIDIA
NVDA
+$1.82M
5
DOCU icon
DocuSign
DOCU
+$1.81M

Sector Composition

1 Technology 20.16%
2 Energy 10.59%
3 Consumer Discretionary 7.77%
4 Financials 7.65%
5 Healthcare 5.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.71M 0.4%
71,561
+772
52
$3.69M 0.4%
57,871
+2,607
53
$3.62M 0.4%
15,936
-139
54
$3.61M 0.39%
21,555
+3,766
55
$3.5M 0.38%
10,615
+7,307
56
$3.46M 0.38%
75,504
-304
57
$3.45M 0.38%
109,358
+25,000
58
$3.37M 0.37%
16,684
+2,734
59
$3.31M 0.36%
12,961
+196
60
$3.29M 0.36%
42,643
-169
61
$3.28M 0.36%
36,834
+6,619
62
$3.27M 0.36%
135,290
+601
63
$3.25M 0.36%
155,167
+62,020
64
$3.25M 0.35%
7,810
+513
65
$3.17M 0.35%
70,096
-1,078
66
$3.09M 0.34%
25,847
-12,739
67
$3.08M 0.34%
60,428
-16,323
68
$3.08M 0.34%
+60,064
69
$3.05M 0.33%
6,224
-273
70
$2.96M 0.32%
27,652
-1,231
71
$2.94M 0.32%
41,601
-217
72
$2.91M 0.32%
10,656
+199
73
$2.85M 0.31%
168,525
+7,269
74
$2.79M 0.3%
13,117
-1,199
75
$2.73M 0.3%
32,174
-1,607
1 2
3
4 5