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
$915M
AUM Growth
-$21.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
434
New
Increased
Reduced
Closed

Top Buys

1
+$3.08M
2
+$2.93M
3
+$2.41M
4
XOM icon
Exxon Mobil
XOM
+$2.4M
5
NU icon
Nu Holdings
NU
+$2.32M

Top Sells

1
+$9.97M
2
+$4.46M
3
+$1.92M
4
NVDA icon
NVIDIA
NVDA
+$1.82M
5
DOCU icon
DocuSign
DOCU
+$1.81M

Sector Composition

1 Technology 20.16%
2 Energy 10.59%
3 Consumer Discretionary 7.77%
4 Financials 7.65%
5 Healthcare 5.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.68M 0.29%
17,983
+14,498
77
$2.67M 0.29%
109,057
+382
78
$2.62M 0.29%
9,123
+40
79
$2.62M 0.29%
12,314
+91
80
$2.6M 0.28%
45,208
-10,265
81
$2.6M 0.28%
52,458
-747
82
$2.56M 0.28%
135,634
+11,308
83
$2.56M 0.28%
43,106
+3,945
84
$2.49M 0.27%
33,835
-3,722
85
$2.33M 0.26%
39,470
-1,624
86
$2.32M 0.25%
+300,750
87
$2.31M 0.25%
17,756
-278
88
$2.27M 0.25%
42,412
+28,945
89
$2.2M 0.24%
81,458
+5,601
90
$2.15M 0.23%
8,677
+2,475
91
$2.13M 0.23%
51,766
+15,325
92
$2.12M 0.23%
5,920
-1,578
93
$2.11M 0.23%
21,340
+105
94
$2.1M 0.23%
112,268
-556
95
$2.07M 0.23%
38,645
-570
96
$2.02M 0.22%
12,735
+526
97
$1.92M 0.21%
68,025
+1,200
98
$1.92M 0.21%
30,989
+1,149
99
$1.91M 0.21%
16,172
-365
100
$1.91M 0.21%
4,325
+97
2 3
4
5 6