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
$785M
AUM Growth
+$97.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
395
New
Increased
Reduced
Closed

Top Buys

1
+$8.16M
2
+$3.03M
3
+$1.72M
4
AMZN icon
Amazon
AMZN
+$1.67M
5
ITB icon
iShares US Home Construction ETF
ITB
+$1.3M

Top Sells

1
+$3.37M
2
+$3.26M
3
+$2.52M
4
BYND icon
Beyond Meat
BYND
+$1.25M
5
QCOM icon
Qualcomm
QCOM
+$1.21M

Sector Composition

1 Technology 17.22%
2 Consumer Discretionary 8.21%
3 Energy 8.15%
4 Financials 7.4%
5 Communication Services 6.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.25M 0.29%
30,720
+110
77
$2.23M 0.28%
67,833
+8,838
78
$2.15M 0.27%
31,295
+6,323
79
$2.13M 0.27%
3,867
+1,215
80
$2.07M 0.26%
5,451
+2,131
81
$2M 0.25%
8,185
+2,517
82
$1.99M 0.25%
108,840
+3,352
83
$1.95M 0.25%
22,835
84
$1.84M 0.23%
33,040
+2,706
85
$1.81M 0.23%
10,929
+458
86
$1.8M 0.23%
21,140
-262
87
$1.76M 0.22%
8,443
-473
88
$1.75M 0.22%
11,585
+746
89
$1.74M 0.22%
66,672
-1,108
90
$1.71M 0.22%
10,332
-15,207
91
$1.67M 0.21%
11,298
+143
92
$1.64M 0.21%
23,386
+377
93
$1.64M 0.21%
2,791
-79
94
$1.63M 0.21%
73,636
-4,665
95
$1.62M 0.21%
6,890
-2,075
96
$1.61M 0.21%
6,742
+2,539
97
$1.6M 0.2%
87,677
+1,870
98
$1.57M 0.2%
6,482
-744
99
$1.56M 0.2%
13,925
+2,463
100
$1.55M 0.2%
104,236
+72,808
2 3
4
5 6