MWM

Meridian Wealth Management Portfolio holdings

AUM $2.84B
1-Year Est. Return 28.25%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.47M
AUM Growth
-$217M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
549
New
Increased
Reduced
Closed

Top Buys

1
+$3.54M
2
+$2.84M
3
+$1.17M
4
AAPL icon
Apple
AAPL
+$1.09M
5
MPC icon
Marathon Petroleum
MPC
+$627K

Top Sells

1
+$4.63M
2
+$3.73M
3
+$3.02M
4
MS icon
Morgan Stanley
MS
+$1.35M
5
DVYE icon
iShares Emerging Markets Dividend ETF
DVYE
+$967K

Sector Composition

1 Financials 12.21%
2 Technology 11.4%
3 Communication Services 10.22%
4 Consumer Discretionary 9.15%
5 Industrials 7.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$5.39K 0.22%
3,468
+12
77
$5.36K 0.22%
13,044
+391
78
$5.34K 0.22%
6,353
+27
79
$5.15K 0.21%
+12,178
80
$5.13K 0.21%
+4,296
81
$5.08K 0.21%
4,488
82
$5.06K 0.2%
8,533
-11,822
83
$4.97K 0.2%
11,350
-30,329
84
$4.96K 0.2%
16,560
+42
85
$4.93K 0.2%
3,080
+35
86
$4.92K 0.2%
9,650
+2,578
87
$4.85K 0.2%
3,084
+1,517
88
$4.77K 0.19%
7,817
+1,725
89
$4.64K 0.19%
3,484
+25
90
$4.64K 0.19%
3,517
+83
91
$4.6K 0.19%
9,604
-2,817
92
$4.39K 0.18%
234
+1
93
$4.38K 0.18%
3,710
+30
94
$4.36K 0.18%
13,935
+355
95
$4.35K 0.18%
9,857
+51
96
$4.34K 0.18%
2,618
-50
97
$4.31K 0.17%
25,725
+56
98
$4.31K 0.17%
1,462
-265
99
$4.26K 0.17%
9,396
-7,959
100
$4.23K 0.17%
+3,164
2 3
4
5 6