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
$213M
AUM Growth
+$12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
210
New
Increased
Reduced
Closed

Top Buys

1
+$3.72M
2
+$2.88M
3
+$2.23M
4
NVDA icon
NVIDIA
NVDA
+$1.6M
5
IQ icon
iQIYI
IQ
+$1.59M

Top Sells

1
+$3.05M
2
+$2.79M
3
+$2.61M
4
META icon
Meta Platforms (Facebook)
META
+$2.22M
5
CME icon
CME Group
CME
+$1.12M

Sector Composition

1 Technology 15.51%
2 Financials 12.41%
3 Communication Services 9.87%
4 Healthcare 8.52%
5 Industrials 7.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$542K 0.26%
6,552
+2,122
77
$539K 0.25%
10,004
+37
78
$538K 0.25%
5,807
+3,273
79
$533K 0.25%
3,927
-20,559
80
$532K 0.25%
6,014
-2,823
81
$525K 0.25%
4,824
+224
82
$516K 0.24%
21,998
+168
83
$516K 0.24%
4,733
+14
84
$513K 0.24%
3,130
-293
85
$508K 0.24%
+18,320
86
$503K 0.24%
9,560
+234
87
$502K 0.24%
3,709
-355
88
$502K 0.24%
6,019
-900
89
$501K 0.24%
4,219
-67
90
$499K 0.23%
2,704
+200
91
$482K 0.23%
2,452
-2,811
92
$481K 0.23%
3,528
+1,335
93
$481K 0.23%
18,561
+2,774
94
$477K 0.22%
9,000
+656
95
$475K 0.22%
13,798
+465
96
$474K 0.22%
2,553
+283
97
$474K 0.22%
+17,245
98
$470K 0.22%
4,045
-130
99
$468K 0.22%
12,408
+1,879
100
$461K 0.22%
10,009
+793
2 3
4
5 6