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
$811M
AUM Growth
+$26.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
409
New
Increased
Reduced
Closed

Top Buys

1
+$8.24M
2
+$2.84M
3
+$2.73M
4
SNOW icon
Snowflake
SNOW
+$2.51M
5
CRWD icon
CrowdStrike
CRWD
+$2.44M

Top Sells

1
+$2M
2
+$1.35M
3
+$1.23M
4
GS icon
Goldman Sachs
GS
+$835K
5
SMG icon
ScottsMiracle-Gro
SMG
+$790K

Sector Composition

1 Technology 19.05%
2 Financials 8.05%
3 Consumer Discretionary 7.99%
4 Energy 7.91%
5 Communication Services 6.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.41M 0.3%
51,951
+1,977
77
$2.4M 0.3%
143,274
+55,597
78
$2.39M 0.29%
7,135
-111
79
$2.38M 0.29%
3,829
-38
80
$2.32M 0.29%
17,460
+1,048
81
$2.28M 0.28%
39,259
+6,219
82
$2.19M 0.27%
73,411
+5,578
83
$2.17M 0.27%
11,058
-26
84
$2.16M 0.27%
5,623
-1,267
85
$2.13M 0.26%
3,692
+901
86
$2.08M 0.26%
112,456
+3,616
87
$2.03M 0.25%
22,835
88
$1.88M 0.23%
+14,684
89
$1.87M 0.23%
16,604
+13,275
90
$1.82M 0.22%
21,158
+18
91
$1.81M 0.22%
15,339
-6,063
92
$1.81M 0.22%
57,962
+51,500
93
$1.79M 0.22%
5,394
+1,197
94
$1.76M 0.22%
35,129
+12,532
95
$1.71M 0.21%
11,625
+696
96
$1.69M 0.21%
11,301
+3
97
$1.66M 0.2%
11,084
-501
98
$1.66M 0.2%
66,324
-348
99
$1.65M 0.2%
24,033
+647
100
$1.63M 0.2%
64,054
+7,246
2 3
4
5 6