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
$220M
AUM Growth
+$50M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
217
New
Increased
Reduced
Closed

Top Buys

1
+$4.73M
2
+$4.55M
3
+$4.47M
4
AAPL icon
Apple
AAPL
+$3.22M
5
AMZN icon
Amazon
AMZN
+$1.72M

Top Sells

1
+$2.2M
2
+$1.99M
3
+$537K
4
COP icon
ConocoPhillips
COP
+$528K
5
INTC icon
Intel
INTC
+$500K

Sector Composition

1 Financials 14.24%
2 Technology 9.58%
3 Communication Services 9.12%
4 Healthcare 8.68%
5 Consumer Discretionary 8.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$573K 0.26%
+8,879
77
$560K 0.25%
2,947
+23
78
$529K 0.24%
3,456
+450
79
$527K 0.24%
1,520
+386
80
$521K 0.24%
4,249
-475
81
$510K 0.23%
12,653
-1,333
82
$506K 0.23%
6,326
+441
83
$499K 0.23%
4,488
+1,957
84
$494K 0.22%
9,806
+47
85
$493K 0.22%
4,443
-1,002
86
$482K 0.22%
+13,580
87
$473K 0.22%
1,821
-52
88
$471K 0.21%
16,518
-306
89
$466K 0.21%
+9,380
90
$464K 0.21%
25,669
+15,469
91
$463K 0.21%
3,434
+328
92
$436K 0.2%
20,950
93
$432K 0.2%
+9,890
94
$427K 0.19%
2,340
+99
95
$426K 0.19%
2,668
+150
96
$423K 0.19%
11,175
-2,500
97
$422K 0.19%
3,459
-25
98
$417K 0.19%
3,735
+384
99
$416K 0.19%
3,045
+50
100
$407K 0.19%
233
+25
2 3
4
5 6