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
$915M
AUM Growth
-$21.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
434
New
Increased
Reduced
Closed

Top Buys

1
+$3.08M
2
+$2.93M
3
+$2.41M
4
XOM icon
Exxon Mobil
XOM
+$2.4M
5
NU icon
Nu Holdings
NU
+$2.32M

Top Sells

1
+$9.97M
2
+$4.46M
3
+$1.92M
4
NVDA icon
NVIDIA
NVDA
+$1.82M
5
DOCU icon
DocuSign
DOCU
+$1.81M

Sector Composition

1 Technology 20.16%
2 Energy 10.59%
3 Consumer Discretionary 7.77%
4 Financials 7.65%
5 Healthcare 5.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.89M 0.21%
16,366
+507
102
$1.76M 0.19%
32,643
+24,738
103
$1.75M 0.19%
10,792
+769
104
$1.73M 0.19%
16,474
-197
105
$1.7M 0.19%
8,879
+2,304
106
$1.69M 0.19%
7,387
-606
107
$1.67M 0.18%
63,405
+8,862
108
$1.65M 0.18%
21,741
-661
109
$1.64M 0.18%
69,276
+3,656
110
$1.64M 0.18%
9,324
+3,298
111
$1.6M 0.17%
2,871
-897
112
$1.5M 0.16%
14,791
-819
113
$1.5M 0.16%
12,013
-3
114
$1.49M 0.16%
5,364
+426
115
$1.48M 0.16%
9,359
-867
116
$1.47M 0.16%
9,266
-10
117
$1.46M 0.16%
57,771
+3,282
118
$1.45M 0.16%
25,065
-1,085
119
$1.45M 0.16%
17,547
-299
120
$1.41M 0.15%
47,917
-507
121
$1.41M 0.15%
28,044
122
$1.4M 0.15%
17,988
+8,238
123
$1.4M 0.15%
13,506
+2,094
124
$1.37M 0.15%
17,598
-5,147
125
$1.36M 0.15%
3,643
-5,128
3 4
5
6 7