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
$213M
AUM Growth
+$12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
210
New
Increased
Reduced
Closed

Top Buys

1
+$3.72M
2
+$2.88M
3
+$2.23M
4
NVDA icon
NVIDIA
NVDA
+$1.6M
5
IQ icon
iQIYI
IQ
+$1.59M

Top Sells

1
+$3.05M
2
+$2.79M
3
+$2.61M
4
META icon
Meta Platforms (Facebook)
META
+$2.22M
5
CME icon
CME Group
CME
+$1.12M

Sector Composition

1 Technology 15.51%
2 Financials 12.41%
3 Communication Services 9.87%
4 Healthcare 8.52%
5 Industrials 7.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$256K 0.12%
23,082
+226
152
$254K 0.12%
2,950
+310
153
$248K 0.12%
8,682
-10,410
154
$243K 0.11%
12,020
+100
155
$241K 0.11%
2,138
-31
156
$236K 0.11%
5,375
+23
157
$236K 0.11%
+6,250
158
$236K 0.11%
1,739
+3
159
$236K 0.11%
+5,200
160
$235K 0.11%
1,781
161
$229K 0.11%
+2,152
162
$228K 0.11%
2,062
+8
163
$225K 0.11%
13,060
-35,225
164
$225K 0.11%
8,906
+42
165
$224K 0.11%
13,920
-6,752
166
$224K 0.11%
3,222
+6
167
$221K 0.1%
9,000
168
$220K 0.1%
2,790
-2,223
169
$215K 0.1%
+525
170
$213K 0.1%
11,450
+750
171
$213K 0.1%
+1,410
172
$212K 0.1%
+1,209
173
$207K 0.1%
+1,274
174
$207K 0.1%
+7,824
175
$206K 0.1%
+1,473
5 6
7
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