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
$213M
AUM Growth
+$12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
210
New
Increased
Reduced
Closed

Top Buys

1
+$3.72M
2
+$2.88M
3
+$2.23M
4
NVDA icon
NVIDIA
NVDA
+$1.6M
5
IQ icon
iQIYI
IQ
+$1.59M

Top Sells

1
+$3.05M
2
+$2.79M
3
+$2.61M
4
META icon
Meta Platforms (Facebook)
META
+$2.22M
5
CME icon
CME Group
CME
+$1.12M

Sector Composition

1 Technology 15.51%
2 Financials 12.41%
3 Communication Services 9.87%
4 Healthcare 8.52%
5 Industrials 7.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$452K 0.21%
3,144
+1
102
$450K 0.21%
+2,608
103
$447K 0.21%
10,386
+554
104
$445K 0.21%
4,248
+355
105
$423K 0.2%
5,356
-274
106
$423K 0.2%
4,857
+363
107
$421K 0.2%
+5,202
108
$411K 0.19%
3,074
-83
109
$411K 0.19%
2,929
-427
110
$406K 0.19%
7,324
+34
111
$401K 0.19%
5,068
+2
112
$397K 0.19%
36,955
113
$396K 0.19%
27,221
+1,587
114
$386K 0.18%
7,320
-20
115
$385K 0.18%
5,536
+450
116
$384K 0.18%
+4,591
117
$381K 0.18%
8,250
-2,049
118
$375K 0.18%
+1,537
119
$372K 0.18%
1,361
+78
120
$366K 0.17%
3,446
+107
121
$356K 0.17%
20,600
122
$350K 0.16%
+7,696
123
$350K 0.16%
13,770
+320
124
$342K 0.16%
2,600
125
$337K 0.16%
4,168
-31
3 4
5
6 7