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
$126M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1 +$6.43M
2 +$5.69M
3 +$5.54M
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$5.52M
5
MPC icon
Marathon Petroleum
MPC
+$4.75M

Top Sells

No sells this quarter

Sector Composition

1 Financials 14.66%
2 Consumer Staples 7.61%
3 Consumer Discretionary 7.39%
4 Energy 7.2%
5 Communication Services 5.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$80K 0.06%
+1,788
127
$10K 0.01%
+2,000