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
$408M
AUM Growth
+$109M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
283
New
Increased
Reduced
Closed

Top Buys

1
+$11.5M
2
+$6.83M
3
+$5.77M
4
NVDA icon
NVIDIA
NVDA
+$3.35M
5
META icon
Meta Platforms (Facebook)
META
+$2.91M

Top Sells

1
+$1.53M
2
+$1.42M
3
+$1.21M
4
BUD icon
AB InBev
BUD
+$1.18M
5
XAR icon
SPDR S&P Aerospace & Defense ETF
XAR
+$939K

Sector Composition

1 Technology 24%
2 Consumer Discretionary 9.77%
3 Communication Services 8.91%
4 Healthcare 7.31%
5 Financials 6.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.11M 0.27%
2,293
+24
77
$1.07M 0.26%
44,405
-23,984
78
$1.04M 0.26%
17,338
+1,832
79
$1.03M 0.25%
9,535
+43
80
$1.01M 0.25%
81,917
+11,943
81
$1M 0.25%
8,634
-12,245
82
$1M 0.25%
9,595
+2,314
83
$995K 0.24%
3,657
+131
84
$994K 0.24%
58,920
-24,240
85
$985K 0.24%
19,974
+8,420
86
$983K 0.24%
+5,926
87
$968K 0.24%
12,277
+3,039
88
$967K 0.24%
18,668
+6,772
89
$964K 0.24%
7,498
+1,314
90
$960K 0.24%
+16,616
91
$936K 0.23%
3,875
-201
92
$912K 0.22%
4,205
+1,176
93
$875K 0.21%
+10,138
94
$857K 0.21%
2,787
+1,526
95
$852K 0.21%
+7,698
96
$849K 0.21%
+6,989
97
$833K 0.2%
+30,433
98
$809K 0.2%
+4,795
99
$789K 0.19%
4,381
+234
100
$782K 0.19%
28,680
+1,832
2 3
4
5 6