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
$212M
AUM Growth
+$210M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
556
New
Increased
Reduced
Closed

Top Buys

1
+$2.23M
2
+$1.66M
3
+$830K
4
WM icon
Waste Management
WM
+$809K
5
GLD icon
SPDR Gold Trust
GLD
+$752K

Top Sells

1
+$5.33M
2
+$2.74M
3
+$1.86M
4
NVDA icon
NVIDIA
NVDA
+$1.4M
5
KDP icon
Keurig Dr Pepper
KDP
+$1.04M

Sector Composition

1 Financials 13.48%
2 Technology 11.59%
3 Communication Services 9.76%
4 Consumer Discretionary 8.89%
5 Consumer Staples 7.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$556K 0.26%
12,305
+127
77
$533K 0.25%
9,524
-740
78
$527K 0.25%
10,660
-5,130
79
$522K 0.25%
7,999
-788
80
$519K 0.24%
3,735
+218
81
$512K 0.24%
4,489
+1
82
$511K 0.24%
9,917
+313
83
$497K 0.23%
16,104
-456
84
$492K 0.23%
2,918
+300
85
$492K 0.23%
3,082
-2
86
$484K 0.23%
11,350
87
$482K 0.23%
7,892
+1,347
88
$481K 0.23%
1,771
+319
89
$480K 0.23%
11,932
+3,465
90
$466K 0.22%
9,189
-207
91
$462K 0.22%
+11,388
92
$461K 0.22%
+3,713
93
$452K 0.21%
1,570
+1
94
$452K 0.21%
12,372
-354
95
$451K 0.21%
3,612
+448
96
$447K 0.21%
13,112
+68
97
$440K 0.21%
224
-10
98
$440K 0.21%
6,972
-633
99
$440K 0.21%
2,910
-558
100
$440K 0.21%
3,672
-68
2 3
4
5 6