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
$687M
AUM Growth
+$56.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
380
New
Increased
Reduced
Closed

Top Buys

1
+$4.54M
2
+$2.69M
3
+$2.42M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.47M
5
BGS icon
B&G Foods
BGS
+$1.35M

Top Sells

1
+$5.92M
2
+$2M
3
+$1.3M
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$1.29M
5
TTD icon
Trade Desk
TTD
+$1.19M

Sector Composition

1 Technology 16.27%
2 Energy 8.23%
3 Consumer Discretionary 8.16%
4 Communication Services 7.49%
5 Financials 6.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.35M 0.2%
24,741
+19,151
102
$1.33M 0.19%
2,652
+274
103
$1.32M 0.19%
8,500
104
$1.32M 0.19%
25,281
-966
105
$1.3M 0.19%
17,618
+693
106
$1.25M 0.18%
11,462
+2,013
107
$1.25M 0.18%
9,600
108
$1.24M 0.18%
2,720
+1,642
109
$1.23M 0.18%
3,446
+20
110
$1.23M 0.18%
5,728
+75
111
$1.22M 0.18%
20,958
+1,078
112
$1.22M 0.18%
9,441
+23
113
$1.21M 0.18%
18,839
-1,476
114
$1.2M 0.18%
49,524
-894
115
$1.2M 0.18%
11,780
-168
116
$1.2M 0.17%
5,668
-1,859
117
$1.19M 0.17%
5,696
+331
118
$1.18M 0.17%
5,420
+115
119
$1.18M 0.17%
15,142
+200
120
$1.17M 0.17%
8,965
-1,143
121
$1.17M 0.17%
8,681
+1,772
122
$1.13M 0.17%
16,166
+9,196
123
$1.13M 0.16%
4,970
+2,990
124
$1.09M 0.16%
3,320
+1,595
125
$1.08M 0.16%
9,338
-1
3 4
5
6 7