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
$212M
AUM Growth
+$210M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
556
New
Increased
Reduced
Closed

Top Buys

1
+$2.23M
2
+$1.66M
3
+$830K
4
WM icon
Waste Management
WM
+$809K
5
GLD icon
SPDR Gold Trust
GLD
+$752K

Top Sells

1
+$5.33M
2
+$2.74M
3
+$1.86M
4
NVDA icon
NVIDIA
NVDA
+$1.4M
5
KDP icon
Keurig Dr Pepper
KDP
+$1.04M

Sector Composition

1 Financials 13.48%
2 Technology 11.59%
3 Communication Services 9.76%
4 Consumer Discretionary 8.89%
5 Consumer Staples 7.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$431K 0.2%
21,599
+13,865
102
$428K 0.2%
9,458
-399
103
$425K 0.2%
2,135
+50
104
$423K 0.2%
5,344
+302
105
$422K 0.2%
+3,036
106
$411K 0.19%
10,466
+510
107
$406K 0.19%
93,280
-321,000
108
$404K 0.19%
4,594
+214
109
$403K 0.19%
12,320
-25
110
$399K 0.19%
2,808
-15
111
$392K 0.18%
5,672
+1,588
112
$390K 0.18%
3,412
+130
113
$388K 0.18%
15,446
+363
114
$386K 0.18%
36,955
115
$384K 0.18%
+8,610
116
$384K 0.18%
1,788
+179
117
$383K 0.18%
1,284
-178
118
$379K 0.18%
1,739
+75
119
$378K 0.18%
6,944
+963
120
$375K 0.18%
3,070
-25
121
$370K 0.17%
4,167
-147
122
$369K 0.17%
3,123
+225
123
$367K 0.17%
7,484
+270
124
$364K 0.17%
6,250
-60
125
$359K 0.17%
2,374
+2,186
3 4
5
6 7