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
$126M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1
+$6.43M
2
+$5.69M
3
+$5.54M
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$5.52M
5
MPC icon
Marathon Petroleum
MPC
+$4.75M

Top Sells

No sells this quarter

Sector Composition

1 Financials 14.66%
2 Consumer Staples 7.61%
3 Consumer Discretionary 7.39%
4 Energy 7.2%
5 Communication Services 5.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$261K 0.21%
+4,435
102
$261K 0.21%
+3,830
103
$259K 0.21%
+2,720
104
$256K 0.2%
+10,350
105
$252K 0.2%
+5,204
106
$248K 0.2%
+2,975
107
$242K 0.19%
+4,510
108
$238K 0.19%
+10,000
109
$236K 0.19%
+3,355
110
$236K 0.19%
+2,099
111
$234K 0.19%
+5,495
112
$231K 0.18%
+16,666
113
$230K 0.18%
+3,894
114
$227K 0.18%
+1,932
115
$225K 0.18%
+2,175
116
$224K 0.18%
+11,760
117
$220K 0.17%
+5,565
118
$218K 0.17%
+1,981
119
$216K 0.17%
+3,022
120
$209K 0.17%
+2,537
121
$206K 0.16%
+4,312
122
$203K 0.16%
+2,549
123
$202K 0.16%
+4,472
124
$202K 0.16%
+1,373
125
$174K 0.14%
+14,267
2 3 4
5
6