MWM
Meridian Wealth Management Portfolio holdings
AUM
$2.34B
This Quarter Return
+6.63%
1 Year Return
+23.51%
3 Year Return
+96.6%
5 Year Return
+194.56%
10 Year Return
–
AUM
$213M
AUM Growth
+$213M
(+6%)
Cap. Flow
+$4.19M
Cap. Flow
% of AUM
1.97%
Top 10 Holdings %
Top 10 Hldgs %
38.75%
Holding
210
New
34
Increased
90
Reduced
48
Closed
27
Top Buys
| 1 |
Shopify
SHOP
|
$3.72M |
| 2 |
CVS Health
CVS
|
$2.89M |
| 3 |
Netflix
NFLX
|
$2.23M |
| 4 |
NVIDIA
NVDA
|
$1.6M |
| 5 |
iQIYI
IQ
|
$1.59M |
Top Sells
| 1 |
X
US Steel
X
|
$3.05M |
| 2 |
Caterpillar
CAT
|
$2.79M |
| 3 |
KraneShares CSI China Internet ETF
KWEB
|
$2.61M |
| 4 |
Meta Platforms (Facebook)
META
|
$2.22M |
| 5 |
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% |
