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
$785M
AUM Growth
+$97.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
395
New
Increased
Reduced
Closed

Top Buys

1
+$8.16M
2
+$3.03M
3
+$1.72M
4
AMZN icon
Amazon
AMZN
+$1.67M
5
ITB icon
iShares US Home Construction ETF
ITB
+$1.3M

Top Sells

1
+$3.37M
2
+$3.26M
3
+$2.52M
4
BYND icon
Beyond Meat
BYND
+$1.25M
5
QCOM icon
Qualcomm
QCOM
+$1.21M

Sector Composition

1 Technology 17.22%
2 Consumer Discretionary 8.21%
3 Energy 8.15%
4 Financials 7.4%
5 Communication Services 6.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.54M 0.2%
28,520
+8,291
102
$1.53M 0.19%
4,189
+743
103
$1.52M 0.19%
4,029
+129
104
$1.52M 0.19%
27,943
+2,662
105
$1.51M 0.19%
6,667
+971
106
$1.5M 0.19%
28,044
107
$1.49M 0.19%
6,096
+1,126
108
$1.46M 0.19%
56,808
+44,863
109
$1.44M 0.18%
6,406
+678
110
$1.42M 0.18%
54,588
-1,704
111
$1.41M 0.18%
34,257
-4,948
112
$1.41M 0.18%
24,972
-1,554
113
$1.39M 0.18%
15,142
114
$1.33M 0.17%
8,500
115
$1.32M 0.17%
23,527
+4,688
116
$1.32M 0.17%
16,657
-961
117
$1.32M 0.17%
9,412
-29
118
$1.31M 0.17%
11,551
-229
119
$1.3M 0.17%
+18,813
120
$1.3M 0.17%
5,626
+1,515
121
$1.29M 0.16%
24,998
+5,297
122
$1.29M 0.16%
4,197
+1,665
123
$1.28M 0.16%
7,720
-5,024
124
$1.27M 0.16%
48,078
+4,668
125
$1.27M 0.16%
8,423
-258
3 4
5
6 7