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
$299M
AUM Growth
+$73M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
251
New
Increased
Reduced
Closed

Top Buys

1
+$5.31M
2
+$3.46M
3
+$2.89M
4
MSFT icon
Microsoft
MSFT
+$2.11M
5
AAPL icon
Apple
AAPL
+$2.09M

Top Sells

1
+$3.53M
2
+$2.94M
3
+$2.12M
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$1.8M
5
WM icon
Waste Management
WM
+$1.68M

Sector Composition

1 Technology 23.08%
2 Consumer Discretionary 10.78%
3 Healthcare 9.21%
4 Communication Services 8.6%
5 Financials 7.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$449K 0.15%
3,891
+1
127
$447K 0.15%
4,560
+1,160
128
$447K 0.15%
8,846
+4,494
129
$445K 0.15%
8,431
+146
130
$444K 0.15%
14,208
-2,956
131
$436K 0.15%
+9,769
132
$433K 0.14%
11,539
-1,000
133
$427K 0.14%
7,975
+1,409
134
$417K 0.14%
2,658
-205
135
$413K 0.14%
2,250
136
$406K 0.14%
4,893
+723
137
$395K 0.13%
10,192
138
$393K 0.13%
2,785
+7
139
$392K 0.13%
18,840
-940
140
$381K 0.13%
4,986
-2,694
141
$372K 0.12%
7,184
-83
142
$368K 0.12%
7,741
+1,043
143
$361K 0.12%
12,155
144
$359K 0.12%
+10,814
145
$358K 0.12%
1,810
-150
146
$357K 0.12%
1,261
+31
147
$356K 0.12%
16,703
+2,693
148
$354K 0.12%
9,177
-520
149
$354K 0.12%
1,925
-54
150
$351K 0.12%
2,977
+320
4 5
6
7 8