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
$220M
AUM Growth
+$50M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
217
New
Increased
Reduced
Closed

Top Buys

1
+$4.73M
2
+$4.55M
3
+$4.47M
4
AAPL icon
Apple
AAPL
+$3.22M
5
AMZN icon
Amazon
AMZN
+$1.72M

Top Sells

1
+$2.2M
2
+$1.99M
3
+$537K
4
COP icon
ConocoPhillips
COP
+$528K
5
INTC icon
Intel
INTC
+$500K

Sector Composition

1 Financials 14.24%
2 Technology 9.58%
3 Communication Services 9.12%
4 Healthcare 8.68%
5 Consumer Discretionary 8.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$407K 0.19%
6,092
-7,905
102
$407K 0.19%
4,746
-280
103
$400K 0.18%
36,955
104
$399K 0.18%
+3,132
105
$397K 0.18%
+731
106
$394K 0.18%
15,165
+26
107
$387K 0.18%
13,011
+1,300
108
$378K 0.17%
+1,561
109
$376K 0.17%
+6,115
110
$369K 0.17%
+3,026
111
$368K 0.17%
7,108
+857
112
$364K 0.17%
4,194
+50
113
$363K 0.17%
+5,727
114
$362K 0.16%
15,244
+2,078
115
$361K 0.16%
1,727
+514
116
$355K 0.16%
+3,604
117
$355K 0.16%
7,072
+1,007
118
$355K 0.16%
2,453
+255
119
$351K 0.16%
+1,236
120
$351K 0.16%
4,677
+199
121
$350K 0.16%
12,962
+142
122
$348K 0.16%
+10,962
123
$345K 0.16%
2,085
+315
124
$343K 0.16%
+2,536
125
$342K 0.16%
3,725
-1,706
3 4
5
6 7