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
$687M
AUM Growth
+$56.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
380
New
Increased
Reduced
Closed

Top Buys

1
+$4.54M
2
+$2.69M
3
+$2.42M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.47M
5
BGS icon
B&G Foods
BGS
+$1.35M

Top Sells

1
+$5.92M
2
+$2M
3
+$1.3M
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$1.29M
5
TTD icon
Trade Desk
TTD
+$1.19M

Sector Composition

1 Technology 16.27%
2 Energy 8.23%
3 Consumer Discretionary 8.16%
4 Communication Services 7.49%
5 Financials 6.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.99M 0.29%
15,648
+255
77
$1.98M 0.29%
11,796
+32
78
$1.96M 0.28%
22,835
-200
79
$1.83M 0.27%
58,995
+43,451
80
$1.73M 0.25%
78,301
+595
81
$1.71M 0.25%
105,488
-2,896
82
$1.69M 0.25%
67,780
-3,196
83
$1.69M 0.25%
10,471
+606
84
$1.65M 0.24%
21,402
-13,944
85
$1.61M 0.23%
24,972
+4,119
86
$1.57M 0.23%
23,009
+171
87
$1.54M 0.22%
30,334
+2,634
88
$1.53M 0.22%
10,839
+1,379
89
$1.53M 0.22%
11,569
-6,375
90
$1.52M 0.22%
39,205
-3,885
91
$1.52M 0.22%
8,916
+3,769
92
$1.48M 0.22%
11,155
+728
93
$1.44M 0.21%
3,900
-1,263
94
$1.43M 0.21%
7,226
+4,425
95
$1.43M 0.21%
85,807
+13,538
96
$1.42M 0.21%
19,265
+9,356
97
$1.41M 0.21%
28,044
98
$1.4M 0.2%
56,292
-3,330
99
$1.36M 0.2%
2,870
-187
100
$1.36M 0.2%
26,526
+3,114
2 3
4
5 6