MWM

Meridian Wealth Management Portfolio holdings

AUM $2.84B
1-Year Est. Return 28.25%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.47M
AUM Growth
-$217M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
549
New
Increased
Reduced
Closed

Top Buys

1
+$3.54M
2
+$2.84M
3
+$1.17M
4
AAPL icon
Apple
AAPL
+$1.09M
5
MPC icon
Marathon Petroleum
MPC
+$627K

Top Sells

1
+$4.63M
2
+$3.73M
3
+$3.02M
4
MS icon
Morgan Stanley
MS
+$1.35M
5
DVYE icon
iShares Emerging Markets Dividend ETF
DVYE
+$967K

Sector Composition

1 Financials 12.21%
2 Technology 11.4%
3 Communication Services 10.22%
4 Consumer Discretionary 9.15%
5 Industrials 7.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$3.55K 0.14%
+1,578
127
$3.46K 0.14%
8,900
+1,305
128
$3.43K 0.14%
9,302
-588
129
$3.39K 0.14%
8,131
+882
130
$3.35K 0.14%
3,225
-500
131
$3.34K 0.14%
1,609
+86
132
$3.34K 0.14%
3,095
+40
133
$3.3K 0.13%
+12,345
134
$3.26K 0.13%
8,846
-313
135
$3.18K 0.13%
+15,560
136
$3.18K 0.13%
3,990
+14
137
$3.13K 0.13%
3,893
+1,246
138
$3.13K 0.13%
+11,496
139
$3.11K 0.13%
8,173
+2,358
140
$3.11K 0.13%
2,372
-164
141
$3.04K 0.12%
5,981
+96
142
$3.04K 0.12%
5,448
+453
143
$3.04K 0.12%
6,608
-226
144
$3.02K 0.12%
5,466
+663
145
$3.01K 0.12%
3,933
+27
146
$3.01K 0.12%
4,147
-530
147
$2.96K 0.12%
11,338
+3
148
$2.95K 0.12%
+3,522
149
$2.93K 0.12%
3,325
-227
150
$2.93K 0.12%
+14,048
4 5
6
7 8