MWM

Meridian Wealth Management Portfolio holdings

AUM $2.84B
1-Year Est. Return 28.25%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.47M
AUM Growth
-$217M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
549
New
Increased
Reduced
Closed

Top Buys

1
+$3.54M
2
+$2.84M
3
+$1.17M
4
AAPL icon
Apple
AAPL
+$1.09M
5
MPC icon
Marathon Petroleum
MPC
+$627K

Top Sells

1
+$4.63M
2
+$3.73M
3
+$3.02M
4
MS icon
Morgan Stanley
MS
+$1.35M
5
DVYE icon
iShares Emerging Markets Dividend ETF
DVYE
+$967K

Sector Composition

1 Financials 12.21%
2 Technology 11.4%
3 Communication Services 10.22%
4 Consumer Discretionary 9.15%
5 Industrials 7.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$4.17K 0.17%
36,955
102
$4.15K 0.17%
1,569
+8
103
$4.14K 0.17%
13,817
+806
104
$4.14K 0.17%
7,605
-4,730
105
$4.12K 0.17%
6,310
+195
106
$4.09K 0.17%
+9,956
107
$4.02K 0.16%
+12,726
108
$4.02K 0.16%
+6,545
109
$3.98K 0.16%
1,456
+220
110
$3.97K 0.16%
1,664
+113
111
$3.96K 0.16%
15,083
-82
112
$3.86K 0.16%
3,740
+5
113
$3.84K 0.16%
1,452
+80
114
$3.82K 0.15%
2,085
115
$3.8K 0.15%
4,380
-466
116
$3.77K 0.15%
4,314
-432
117
$3.76K 0.15%
+2,823
118
$3.73K 0.15%
2,485
+32
119
$3.72K 0.15%
1,038
+10
120
$3.71K 0.15%
7,214
+106
121
$3.7K 0.15%
12,040
-922
122
$3.62K 0.15%
14,458
-786
123
$3.6K 0.15%
+3,282
124
$3.6K 0.15%
8,467
+1,335
125
$3.58K 0.14%
2,898
+40
3 4
5
6 7