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
$915M
AUM Growth
-$21.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
434
New
Increased
Reduced
Closed

Top Buys

1
+$3.08M
2
+$2.93M
3
+$2.41M
4
XOM icon
Exxon Mobil
XOM
+$2.4M
5
NU icon
Nu Holdings
NU
+$2.32M

Top Sells

1
+$9.97M
2
+$4.46M
3
+$1.92M
4
NVDA icon
NVIDIA
NVDA
+$1.82M
5
DOCU icon
DocuSign
DOCU
+$1.81M

Sector Composition

1 Technology 20.16%
2 Energy 10.59%
3 Consumer Discretionary 7.77%
4 Financials 7.65%
5 Healthcare 5.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.36M 0.15%
15,513
-239
127
$1.35M 0.15%
11,500
-1
128
$1.33M 0.15%
26,881
-2,066
129
$1.32M 0.14%
23,272
-19
130
$1.32M 0.14%
28,582
-730
131
$1.31M 0.14%
11,092
+4,584
132
$1.3M 0.14%
27,008
-128
133
$1.29M 0.14%
9,628
134
$1.29M 0.14%
10,143
-13,061
135
$1.28M 0.14%
14,089
-639
136
$1.27M 0.14%
8,612
+1
137
$1.23M 0.13%
5,386
+201
138
$1.22M 0.13%
6,752
-1,444
139
$1.21M 0.13%
+21,247
140
$1.17M 0.13%
14,200
+243
141
$1.16M 0.13%
7,598
+500
142
$1.16M 0.13%
9,059
-9
143
$1.13M 0.12%
5,797
-12
144
$1.13M 0.12%
13,241
-1,365
145
$1.1M 0.12%
34,425
+8,119
146
$1.1M 0.12%
17,430
+13,270
147
$1.09M 0.12%
3,627
-834
148
$1.09M 0.12%
15,082
-489
149
$1.09M 0.12%
3,219
+171
150
$1.08M 0.12%
18,906
-137
4 5
6
7 8