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
$299M
AUM Growth
+$73M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
251
New
Increased
Reduced
Closed

Top Buys

1
+$5.31M
2
+$3.46M
3
+$2.89M
4
MSFT icon
Microsoft
MSFT
+$2.11M
5
AAPL icon
Apple
AAPL
+$2.09M

Top Sells

1
+$3.53M
2
+$2.94M
3
+$2.12M
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$1.8M
5
WM icon
Waste Management
WM
+$1.68M

Sector Composition

1 Technology 23.08%
2 Consumer Discretionary 10.78%
3 Healthcare 9.21%
4 Communication Services 8.6%
5 Financials 7.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$656K 0.22%
8,139
+89
102
$656K 0.22%
2,890
-506
103
$653K 0.22%
26,848
+2,107
104
$649K 0.22%
3,407
+84
105
$643K 0.22%
+14,890
106
$625K 0.21%
+8,090
107
$621K 0.21%
+4,470
108
$620K 0.21%
15,816
+30
109
$613K 0.21%
6,926
+100
110
$596K 0.2%
40,080
+2,384
111
$595K 0.2%
8,069
+841
112
$591K 0.2%
12,250
113
$581K 0.19%
3,029
+7
114
$565K 0.19%
+8,600
115
$526K 0.18%
22,560
+173
116
$525K 0.18%
2,434
+321
117
$523K 0.18%
+27,600
118
$515K 0.17%
11,554
+913
119
$501K 0.17%
1,620
+39
120
$494K 0.17%
2,915
+5
121
$490K 0.16%
21,616
-12,458
122
$482K 0.16%
10,337
-1,158
123
$476K 0.16%
+4,160
124
$465K 0.16%
5,816
-250
125
$461K 0.15%
4,822
+1,429
3 4
5
6 7