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
$226M
AUM Growth
+$17.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
258
New
Increased
Reduced
Closed

Top Buys

1
+$12.9M
2
+$4.52M
3
+$3.59M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.27M
5
NVDA icon
NVIDIA
NVDA
+$2.8M

Top Sells

1
+$4.53M
2
+$2.92M
3
+$2.83M
4
MPC icon
Marathon Petroleum
MPC
+$1.41M
5
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$1.25M

Sector Composition

1 Technology 18.05%
2 Consumer Discretionary 11.41%
3 Financials 9.3%
4 Healthcare 9.21%
5 Communication Services 6.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$408K 0.18%
1,581
+310
127
$401K 0.18%
63,600
+35,940
128
$395K 0.18%
2,863
-30
129
$393K 0.17%
7,267
+1,630
130
$393K 0.17%
+1,960
131
$386K 0.17%
12,539
+78
132
$381K 0.17%
+105,031
133
$381K 0.17%
17,164
+5,608
134
$375K 0.17%
10,917
+3,507
135
$370K 0.16%
8,285
-225
136
$368K 0.16%
+2,811
137
$355K 0.16%
2,778
-30
138
$353K 0.16%
4,369
+805
139
$347K 0.15%
556
-25
140
$347K 0.15%
+11,973
141
$342K 0.15%
4,170
+223
142
$341K 0.15%
10,192
143
$338K 0.15%
19,780
-520
144
$336K 0.15%
16,269
-17
145
$335K 0.15%
10,548
-364
146
$331K 0.15%
12,155
-165
147
$326K 0.14%
9,697
+183
148
$326K 0.14%
1,979
+60
149
$315K 0.14%
+975
150
$306K 0.14%
2,657
-146
4 5
6
7 8