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
$408M
AUM Growth
+$109M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
283
New
Increased
Reduced
Closed

Top Buys

1
+$11.5M
2
+$6.83M
3
+$5.77M
4
NVDA icon
NVIDIA
NVDA
+$3.35M
5
META icon
Meta Platforms (Facebook)
META
+$2.91M

Top Sells

1
+$1.53M
2
+$1.42M
3
+$1.21M
4
BUD icon
AB InBev
BUD
+$1.18M
5
XAR icon
SPDR S&P Aerospace & Defense ETF
XAR
+$939K

Sector Composition

1 Technology 24%
2 Consumer Discretionary 9.77%
3 Communication Services 8.91%
4 Healthcare 7.31%
5 Financials 6.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$637K 0.16%
12,625
+4,884
127
$620K 0.15%
10,392
+5,792
128
$614K 0.15%
+7,730
129
$613K 0.15%
3,604
+1,527
130
$573K 0.14%
13,801
+926
131
$557K 0.14%
5,886
+70
132
$553K 0.14%
11,450
-800
133
$548K 0.13%
13,404
+5,889
134
$542K 0.13%
2,250
135
$535K 0.13%
5,287
+465
136
$527K 0.13%
5,959
+2,232
137
$527K 0.13%
+5,170
138
$517K 0.13%
19,680
+840
139
$514K 0.13%
11,904
+4,654
140
$509K 0.12%
13,876
-332
141
$507K 0.12%
5,750
+3,408
142
$506K 0.12%
2,855
-60
143
$502K 0.12%
6,050
+1,157
144
$496K 0.12%
+6,620
145
$477K 0.12%
3,029
+1,272
146
$474K 0.12%
1,592
+461
147
$469K 0.12%
+2,474
148
$454K 0.11%
8,291
-140
149
$451K 0.11%
3,892
+1
150
$443K 0.11%
+20,516
4 5
6
7 8