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
$212M
AUM Growth
+$210M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
556
New
Increased
Reduced
Closed

Top Buys

1
+$2.23M
2
+$1.66M
3
+$830K
4
WM icon
Waste Management
WM
+$809K
5
GLD icon
SPDR Gold Trust
GLD
+$752K

Top Sells

1
+$5.33M
2
+$2.74M
3
+$1.86M
4
NVDA icon
NVIDIA
NVDA
+$1.4M
5
KDP icon
Keurig Dr Pepper
KDP
+$1.04M

Sector Composition

1 Financials 13.48%
2 Technology 11.59%
3 Communication Services 9.76%
4 Consumer Discretionary 8.89%
5 Consumer Staples 7.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$358K 0.17%
7,164
-2,486
127
$356K 0.17%
4,022
+500
128
$345K 0.16%
3,225
129
$344K 0.16%
8,900
130
$341K 0.16%
8,625
+1,659
131
$340K 0.16%
2,636
+636
132
$336K 0.16%
2,227
-258
133
$335K 0.16%
+2,101
134
$333K 0.16%
8,868
+22
135
$331K 0.16%
5,353
-113
136
$331K 0.16%
+12,958
137
$329K 0.15%
+16,496
138
$329K 0.15%
+3,508
139
$329K 0.15%
8,006
-125
140
$327K 0.15%
16,280
+1,100
141
$322K 0.15%
+8,792
142
$319K 0.15%
3,990
143
$316K 0.15%
2,503
+1,251
144
$314K 0.15%
3,271
-54
145
$313K 0.15%
3,878
-15
146
$312K 0.15%
+7,095
147
$312K 0.15%
9,700
+1,540
148
$306K 0.14%
+5,704
149
$301K 0.14%
11,341
+3
150
$301K 0.14%
7,749
+3,532
4 5
6
7 8