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
$226M
AUM Growth
+$17.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
258
New
Increased
Reduced
Closed

Top Buys

1
+$12.9M
2
+$4.52M
3
+$3.59M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.27M
5
NVDA icon
NVIDIA
NVDA
+$2.8M

Top Sells

1
+$4.53M
2
+$2.92M
3
+$2.83M
4
MPC icon
Marathon Petroleum
MPC
+$1.41M
5
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$1.25M

Sector Composition

1 Technology 18.05%
2 Consumer Discretionary 11.41%
3 Financials 9.3%
4 Healthcare 9.21%
5 Communication Services 6.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$639K 0.28%
42,657
+8,931
77
$636K 0.28%
9,550
+6,144
78
$605K 0.27%
4,058
-4,345
79
$599K 0.27%
4,989
-305
80
$598K 0.26%
2,088
-522
81
$593K 0.26%
16,611
+8,069
82
$592K 0.26%
8,050
+356
83
$589K 0.26%
8,192
+4,860
84
$554K 0.25%
+15,885
85
$553K 0.25%
2,621
+1,351
86
$549K 0.24%
+3,958
87
$546K 0.24%
22,387
+3,332
88
$537K 0.24%
13,511
+2,991
89
$530K 0.23%
7,228
+4,232
90
$530K 0.23%
+235,606
91
$529K 0.23%
17,226
-12,528
92
$529K 0.23%
6,826
-114
93
$525K 0.23%
+7,550
94
$523K 0.23%
8,819
+5,604
95
$521K 0.23%
5,046
-724
96
$519K 0.23%
23,969
+13,844
97
$517K 0.23%
+3,396
98
$510K 0.23%
+11,578
99
$504K 0.22%
15,426
+9,910
100
$502K 0.22%
+11,832
2 3
4
5 6