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
$299M
AUM Growth
+$73M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
251
New
Increased
Reduced
Closed

Top Buys

1
+$5.31M
2
+$3.46M
3
+$2.89M
4
MSFT icon
Microsoft
MSFT
+$2.11M
5
AAPL icon
Apple
AAPL
+$2.09M

Top Sells

1
+$3.53M
2
+$2.94M
3
+$2.12M
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$1.8M
5
WM icon
Waste Management
WM
+$1.68M

Sector Composition

1 Technology 23.08%
2 Consumer Discretionary 10.78%
3 Healthcare 9.21%
4 Communication Services 8.6%
5 Financials 7.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$846K 0.28%
11,980
+320
77
$828K 0.28%
7,106
-2,149
78
$823K 0.28%
26,543
+10,940
79
$822K 0.28%
26,773
+9,547
80
$822K 0.28%
5,647
-220
81
$804K 0.27%
17,916
+1,305
82
$799K 0.27%
4,921
-21
83
$780K 0.26%
4,166
-6,624
84
$773K 0.26%
44,862
+2,205
85
$755K 0.25%
+10,138
86
$751K 0.25%
13,873
+362
87
$749K 0.25%
9,238
-1,273
88
$741K 0.25%
33,271
+9,302
89
$725K 0.24%
7,281
+6
90
$724K 0.24%
6,184
+1,138
91
$711K 0.24%
11,896
-2,085
92
$705K 0.24%
5,332
+343
93
$700K 0.23%
303,434
+67,828
94
$695K 0.23%
24,795
-22,930
95
$691K 0.23%
+1,380
96
$685K 0.23%
+9,826
97
$684K 0.23%
4,147
+180
98
$670K 0.22%
11,019
-13,935
99
$666K 0.22%
+5,050
100
$666K 0.22%
18,730
-24,310
2 3
4
5 6