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
$936M
AUM Growth
+$126M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
426
New
Increased
Reduced
Closed

Top Buys

1
+$16.4M
2
+$5.04M
3
+$4.03M
4
NET icon
Cloudflare
NET
+$2.89M
5
XOM icon
Exxon Mobil
XOM
+$2.81M

Top Sells

1
+$4.25M
2
+$3.38M
3
+$3.1M
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$1.85M
5
AMD icon
Advanced Micro Devices
AMD
+$1.72M

Sector Composition

1 Technology 22.44%
2 Consumer Discretionary 7.69%
3 Energy 7.45%
4 Financials 7.12%
5 Healthcare 5.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.77M 0.19%
29,840
-564
102
$1.76M 0.19%
16,671
+9,892
103
$1.73M 0.18%
22,402
-1,631
104
$1.72M 0.18%
14,728
+911
105
$1.72M 0.18%
10,023
+3,004
106
$1.68M 0.18%
26,150
+257
107
$1.68M 0.18%
65,620
-704
108
$1.66M 0.18%
10,226
-858
109
$1.66M 0.18%
6,202
+95
110
$1.65M 0.18%
19,884
+841
111
$1.63M 0.17%
7,058
+257
112
$1.62M 0.17%
36,441
+298
113
$1.61M 0.17%
15,610
+662
114
$1.6M 0.17%
4,461
-933
115
$1.56M 0.17%
17,846
+6,777
116
$1.55M 0.17%
9,276
-188
117
$1.55M 0.17%
15,752
+775
118
$1.54M 0.16%
8,909
+58
119
$1.52M 0.16%
28,044
120
$1.51M 0.16%
4,938
+488
121
$1.5M 0.16%
4,228
-48
122
$1.49M 0.16%
28,947
+541
123
$1.49M 0.16%
11,501
+1
124
$1.47M 0.16%
54,543
+1,149
125
$1.46M 0.16%
54,489
-672
3 4
5
6 7