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
$687M
AUM Growth
+$56.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
380
New
Increased
Reduced
Closed

Top Buys

1
+$4.54M
2
+$2.69M
3
+$2.42M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.47M
5
BGS icon
B&G Foods
BGS
+$1.35M

Top Sells

1
+$5.92M
2
+$2M
3
+$1.3M
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$1.29M
5
TTD icon
Trade Desk
TTD
+$1.19M

Sector Composition

1 Technology 16.27%
2 Energy 8.23%
3 Consumer Discretionary 8.16%
4 Communication Services 7.49%
5 Financials 6.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.07M 0.16%
4,203
+401
127
$1.07M 0.16%
4,398
-294
128
$1.07M 0.16%
20,229
-458
129
$1.06M 0.15%
7,192
-6,107
130
$1.06M 0.15%
43,410
+4,192
131
$1.05M 0.15%
3,812
+2,343
132
$1.04M 0.15%
7,017
-57
133
$1.04M 0.15%
8,636
+1,624
134
$1.02M 0.15%
13,836
+320
135
$1.02M 0.15%
21,105
+5,129
136
$1.01M 0.15%
6,887
-61
137
$1M 0.15%
4,663
+404
138
$999K 0.15%
7,597
+91
139
$998K 0.15%
4,076
+1,851
140
$989K 0.14%
10,050
+5,131
141
$988K 0.14%
8,659
+114
142
$967K 0.14%
19,701
-54
143
$962K 0.14%
11,498
144
$961K 0.14%
12,657
-517
145
$922K 0.13%
4,111
+66
146
$914K 0.13%
30,332
-195
147
$914K 0.13%
13,962
+2,816
148
$900K 0.13%
11,424
+2,241
149
$883K 0.13%
5,829
-1,044
150
$878K 0.13%
6,993
+164
4 5
6
7 8