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
$226M
AUM Growth
+$17.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
258
New
Increased
Reduced
Closed

Top Buys

1
+$12.9M
2
+$4.52M
3
+$3.59M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.27M
5
NVDA icon
NVIDIA
NVDA
+$2.8M

Top Sells

1
+$4.53M
2
+$2.92M
3
+$2.83M
4
MPC icon
Marathon Petroleum
MPC
+$1.41M
5
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$1.25M

Sector Composition

1 Technology 18.05%
2 Consumer Discretionary 11.41%
3 Financials 9.3%
4 Healthcare 9.21%
5 Communication Services 6.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$502K 0.22%
3,967
+585
102
$501K 0.22%
+3,323
103
$500K 0.22%
24,741
-332
104
$495K 0.22%
+7,610
105
$491K 0.22%
+15,246
106
$489K 0.22%
+10,038
107
$489K 0.22%
+7,240
108
$487K 0.22%
37,696
-8,026
109
$484K 0.21%
+7,680
110
$483K 0.21%
15,603
+2,335
111
$480K 0.21%
+3,220
112
$479K 0.21%
15,786
-210
113
$478K 0.21%
+3,400
114
$475K 0.21%
+5,470
115
$470K 0.21%
10,641
+3,373
116
$455K 0.2%
3,022
-38
117
$452K 0.2%
11,495
+158
118
$448K 0.2%
3,751
+260
119
$447K 0.2%
6,066
-195
120
$439K 0.19%
3,890
121
$437K 0.19%
+14,952
122
$432K 0.19%
10,380
-1,020
123
$419K 0.19%
2,910
-1,285
124
$416K 0.18%
12,250
+900
125
$410K 0.18%
2,113
+518
3 4
5
6 7