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
$408M
AUM Growth
+$109M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
283
New
Increased
Reduced
Closed

Top Buys

1
+$11.5M
2
+$6.83M
3
+$5.77M
4
NVDA icon
NVIDIA
NVDA
+$3.35M
5
META icon
Meta Platforms (Facebook)
META
+$2.91M

Top Sells

1
+$1.53M
2
+$1.42M
3
+$1.21M
4
BUD icon
AB InBev
BUD
+$1.18M
5
XAR icon
SPDR S&P Aerospace & Defense ETF
XAR
+$939K

Sector Composition

1 Technology 24%
2 Consumer Discretionary 9.77%
3 Communication Services 8.91%
4 Healthcare 7.31%
5 Financials 6.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$780K 0.19%
6,894
-4,435
102
$775K 0.19%
2,309
+689
103
$763K 0.19%
3,480
+1,555
104
$755K 0.19%
3,602
+195
105
$755K 0.19%
56,202
-26,862
106
$750K 0.18%
+3,387
107
$743K 0.18%
19,544
+8,005
108
$742K 0.18%
21,644
+11,875
109
$730K 0.18%
6,861
-65
110
$717K 0.18%
23,465
-1,330
111
$712K 0.17%
2,425
-9
112
$706K 0.17%
30,887
-2,384
113
$684K 0.17%
17,392
+7,055
114
$684K 0.17%
8,391
+252
115
$670K 0.16%
+1,977
116
$668K 0.16%
+9,916
117
$663K 0.16%
3,986
+1,945
118
$659K 0.16%
15,018
-798
119
$655K 0.16%
2,958
+300
120
$654K 0.16%
7,071
+3,371
121
$652K 0.16%
11,373
+3,398
122
$651K 0.16%
35,334
-9,528
123
$648K 0.16%
41,278
+1,198
124
$648K 0.16%
11,961
+4,777
125
$640K 0.16%
+9,118
3 4
5
6 7