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
$220M
AUM Growth
+$50M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
217
New
Increased
Reduced
Closed

Top Buys

1
+$4.73M
2
+$4.55M
3
+$4.47M
4
AAPL icon
Apple
AAPL
+$3.22M
5
AMZN icon
Amazon
AMZN
+$1.72M

Top Sells

1
+$2.2M
2
+$1.99M
3
+$537K
4
COP icon
ConocoPhillips
COP
+$528K
5
INTC icon
Intel
INTC
+$500K

Sector Composition

1 Financials 14.24%
2 Technology 9.58%
3 Communication Services 9.12%
4 Healthcare 8.68%
5 Consumer Discretionary 8.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$340K 0.15%
+3,162
127
$340K 0.15%
+2,685
128
$338K 0.15%
+4,846
129
$335K 0.15%
9,159
-261
130
$325K 0.15%
+3,342
131
$323K 0.15%
+1,372
132
$320K 0.15%
3,552
-610
133
$319K 0.15%
+3,680
134
$316K 0.14%
3,906
-864
135
$315K 0.14%
6,747
+302
136
$312K 0.14%
+2,858
137
$312K 0.14%
3,976
-440
138
$311K 0.14%
1,028
+298
139
$310K 0.14%
+6,834
140
$308K 0.14%
+1,551
141
$306K 0.14%
+3,680
142
$303K 0.14%
+7,132
143
$301K 0.14%
3,055
-25
144
$296K 0.13%
+7,249
145
$292K 0.13%
+3,988
146
$291K 0.13%
11,335
+81
147
$289K 0.13%
+1,523
148
$287K 0.13%
7,595
+630
149
$279K 0.13%
2,260
+2
150
$278K 0.13%
+4,995
4 5
6
7 8