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
$936M
AUM Growth
+$126M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
426
New
Increased
Reduced
Closed

Top Buys

1
+$16.4M
2
+$5.04M
3
+$4.03M
4
NET icon
Cloudflare
NET
+$2.89M
5
XOM icon
Exxon Mobil
XOM
+$2.81M

Top Sells

1
+$4.25M
2
+$3.38M
3
+$3.1M
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$1.85M
5
AMD icon
Advanced Micro Devices
AMD
+$1.72M

Sector Composition

1 Technology 22.44%
2 Consumer Discretionary 7.69%
3 Energy 7.45%
4 Financials 7.12%
5 Healthcare 5.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.84M 0.3%
39,161
+4,138
77
$2.82M 0.3%
108,675
+1,319
78
$2.76M 0.29%
12,223
+5,189
79
$2.71M 0.29%
7,993
-292
80
$2.69M 0.29%
7,498
+87
81
$2.63M 0.28%
10,457
-601
82
$2.57M 0.27%
53,205
+1,254
83
$2.5M 0.27%
7,297
+162
84
$2.46M 0.26%
41,818
+2,559
85
$2.45M 0.26%
3,768
-61
86
$2.41M 0.26%
18,034
+574
87
$2.33M 0.25%
75,857
+2,446
88
$2.33M 0.25%
16,537
+1,198
89
$2.31M 0.25%
112,824
+368
90
$2.22M 0.24%
39,215
+21,070
91
$2.12M 0.23%
12,209
+908
92
$2.09M 0.22%
3,687
-5
93
$1.97M 0.21%
+93,147
94
$1.97M 0.21%
124,326
-18,948
95
$1.92M 0.21%
66,825
+2,771
96
$1.89M 0.2%
22,745
+6,061
97
$1.83M 0.2%
21,235
+77
98
$1.81M 0.19%
11,918
-1,219
99
$1.81M 0.19%
41,094
+8,810
100
$1.78M 0.19%
12,016
+391
2 3
4
5 6