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
$785M
AUM Growth
+$97.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
395
New
Increased
Reduced
Closed

Top Buys

1
+$8.16M
2
+$3.03M
3
+$1.72M
4
AMZN icon
Amazon
AMZN
+$1.67M
5
ITB icon
iShares US Home Construction ETF
ITB
+$1.3M

Top Sells

1
+$3.37M
2
+$3.26M
3
+$2.52M
4
BYND icon
Beyond Meat
BYND
+$1.25M
5
QCOM icon
Qualcomm
QCOM
+$1.21M

Sector Composition

1 Technology 17.22%
2 Consumer Discretionary 8.21%
3 Energy 8.15%
4 Financials 7.4%
5 Communication Services 6.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.26M 0.16%
18,800
+4,838
127
$1.24M 0.16%
49,206
-318
128
$1.24M 0.16%
15,911
-3,354
129
$1.23M 0.16%
22,214
+1,256
130
$1.21M 0.15%
14,688
+3,264
131
$1.21M 0.15%
4,450
+52
132
$1.19M 0.15%
11,502
+4
133
$1.19M 0.15%
11,572
+1,522
134
$1.16M 0.15%
8,881
+245
135
$1.16M 0.15%
+24,233
136
$1.15M 0.15%
5,219
-201
137
$1.14M 0.15%
22,597
+1,492
138
$1.13M 0.14%
13,560
+5,443
139
$1.09M 0.14%
4,628
-35
140
$1.09M 0.14%
13,818
-18
141
$1.08M 0.14%
6,983
+96
142
$1.06M 0.14%
7,703
+106
143
$1.03M 0.13%
8,857
+198
144
$1.03M 0.13%
9,773
+435
145
$1.03M 0.13%
3,494
-318
146
$1.02M 0.13%
2,024
-696
147
$980K 0.12%
19,550
-5,191
148
$977K 0.12%
3,617
+5
149
$956K 0.12%
7,002
-15
150
$933K 0.12%
12,679
+22
4 5
6
7 8