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
$811M
AUM Growth
+$26.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
409
New
Increased
Reduced
Closed

Top Buys

1
+$8.24M
2
+$2.84M
3
+$2.73M
4
SNOW icon
Snowflake
SNOW
+$2.51M
5
CRWD icon
CrowdStrike
CRWD
+$2.44M

Top Sells

1
+$2M
2
+$1.35M
3
+$1.23M
4
GS icon
Goldman Sachs
GS
+$835K
5
SMG icon
ScottsMiracle-Gro
SMG
+$790K

Sector Composition

1 Technology 19.05%
2 Financials 8.05%
3 Consumer Discretionary 7.99%
4 Energy 7.91%
5 Communication Services 6.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.28M 0.16%
25,287
+289
127
$1.27M 0.16%
14,948
+1,388
128
$1.27M 0.16%
19,723
+923
129
$1.26M 0.16%
19,043
+230
130
$1.23M 0.15%
3,243
-2,208
131
$1.22M 0.15%
4,450
132
$1.21M 0.15%
8,531
+31
133
$1.2M 0.15%
25,083
+850
134
$1.2M 0.15%
43,731
-4,347
135
$1.18M 0.15%
3,776
-1,518
136
$1.15M 0.14%
+32,284
137
$1.13M 0.14%
9,773
138
$1.13M 0.14%
+15,888
139
$1.13M 0.14%
11,510
-62
140
$1.12M 0.14%
5,274
+55
141
$1.1M 0.14%
13,908
-780
142
$1.09M 0.13%
4,625
-3
143
$1.09M 0.13%
8,028
+325
144
$1.08M 0.13%
7,019
+36
145
$1.06M 0.13%
9,614
+733
146
$1.03M 0.13%
9,021
+164
147
$1.03M 0.13%
14,121
+1,442
148
$1.01M 0.13%
3,172
-322
149
$1M 0.12%
4,259
+245
150
$967K 0.12%
3,642
+25
4 5
6
7 8