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
$936M
AUM Growth
+$126M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
426
New
Increased
Reduced
Closed

Top Buys

1
+$16.4M
2
+$5.04M
3
+$4.03M
4
NET icon
Cloudflare
NET
+$2.89M
5
XOM icon
Exxon Mobil
XOM
+$2.81M

Top Sells

1
+$4.25M
2
+$3.38M
3
+$3.1M
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$1.85M
5
AMD icon
Advanced Micro Devices
AMD
+$1.72M

Sector Composition

1 Technology 22.44%
2 Consumer Discretionary 7.69%
3 Energy 7.45%
4 Financials 7.12%
5 Healthcare 5.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.45M 0.15%
29,312
+1,092
127
$1.42M 0.15%
+25,415
128
$1.4M 0.15%
8,196
-223
129
$1.39M 0.15%
27,136
+1,849
130
$1.36M 0.15%
23,291
-94
131
$1.35M 0.14%
7,098
+292
132
$1.32M 0.14%
6,575
+168
133
$1.29M 0.14%
48,424
+4,693
134
$1.28M 0.14%
14,155
+247
135
$1.27M 0.14%
8,611
+583
136
$1.26M 0.14%
3,308
+65
137
$1.26M 0.14%
3,048
-124
138
$1.25M 0.13%
5,185
+3,150
139
$1.21M 0.13%
5,809
+535
140
$1.18M 0.13%
9,628
-145
141
$1.17M 0.12%
4,580
-45
142
$1.15M 0.12%
4,427
+168
143
$1.15M 0.12%
14,606
+485
144
$1.12M 0.12%
19,043
-680
145
$1.11M 0.12%
9,068
+47
146
$1.08M 0.12%
10,291
+631
147
$1.07M 0.11%
13,957
+2,123
148
$1.07M 0.11%
15,571
+521
149
$1.07M 0.11%
5,910
+2,664
150
$1.06M 0.11%
11,412
+2,340
4 5
6
7 8