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
$811M
AUM Growth
+$26.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
409
New
Increased
Reduced
Closed

Top Buys

1
+$8.24M
2
+$2.84M
3
+$2.73M
4
SNOW icon
Snowflake
SNOW
+$2.51M
5
CRWD icon
CrowdStrike
CRWD
+$2.44M

Top Sells

1
+$2M
2
+$1.35M
3
+$1.23M
4
GS icon
Goldman Sachs
GS
+$835K
5
SMG icon
ScottsMiracle-Gro
SMG
+$790K

Sector Composition

1 Technology 19.05%
2 Financials 8.05%
3 Consumer Discretionary 7.99%
4 Energy 7.91%
5 Communication Services 6.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.6M 0.2%
113,027
+8,791
102
$1.59M 0.2%
30,404
+1,884
103
$1.56M 0.19%
6,801
+319
104
$1.54M 0.19%
7,034
+628
105
$1.53M 0.19%
36,143
+1,886
106
$1.52M 0.19%
13,817
-108
107
$1.51M 0.19%
28,406
+4,879
108
$1.48M 0.18%
4,276
+247
109
$1.47M 0.18%
6,107
+481
110
$1.47M 0.18%
6,806
+139
111
$1.47M 0.18%
25,893
+921
112
$1.46M 0.18%
28,044
113
$1.46M 0.18%
14,977
-165
114
$1.41M 0.17%
9,464
+52
115
$1.41M 0.17%
28,220
+277
116
$1.41M 0.17%
55,161
+573
117
$1.41M 0.17%
6,407
-335
118
$1.38M 0.17%
8,419
-1,913
119
$1.37M 0.17%
7,547
-896
120
$1.37M 0.17%
23,385
+1,171
121
$1.35M 0.17%
8,851
+428
122
$1.32M 0.16%
53,394
+4,188
123
$1.31M 0.16%
5,456
-640
124
$1.3M 0.16%
16,684
+27
125
$1.3M 0.16%
11,500
-2
3 4
5
6 7