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
$213M
AUM Growth
+$12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
210
New
Increased
Reduced
Closed

Top Buys

1
+$3.72M
2
+$2.88M
3
+$2.23M
4
NVDA icon
NVIDIA
NVDA
+$1.6M
5
IQ icon
iQIYI
IQ
+$1.59M

Top Sells

1
+$3.05M
2
+$2.79M
3
+$2.61M
4
META icon
Meta Platforms (Facebook)
META
+$2.22M
5
CME icon
CME Group
CME
+$1.12M

Sector Composition

1 Technology 15.51%
2 Financials 12.41%
3 Communication Services 9.87%
4 Healthcare 8.52%
5 Industrials 7.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$331K 0.16%
8,180
+550
127
$329K 0.15%
12,880
128
$328K 0.15%
+11,845
129
$322K 0.15%
11,742
+372
130
$316K 0.15%
1,434
+1
131
$316K 0.15%
1,250
+250
132
$315K 0.15%
2,183
+368
133
$314K 0.15%
8,070
-18,880
134
$309K 0.15%
+5,500
135
$308K 0.14%
6,610
+100
136
$303K 0.14%
6,950
-1,000
137
$303K 0.14%
+5,131
138
$297K 0.14%
14,225
+1,001
139
$296K 0.14%
2,439
140
$287K 0.14%
+10,316
141
$286K 0.13%
+390
142
$279K 0.13%
6,279
143
$273K 0.13%
4,185
-161
144
$270K 0.13%
+9,133
145
$270K 0.13%
3,716
+275
146
$269K 0.13%
+1,231
147
$269K 0.13%
5,180
+17
148
$267K 0.13%
+2,035
149
$265K 0.12%
3,394
-38
150
$257K 0.12%
12,937
+99
4 5
6
7 8