MWM
Meridian Wealth Management Portfolio holdings
AUM
$2.34B
This Quarter Return
+15.68%
1 Year Return
+23.51%
3 Year Return
+96.6%
5 Year Return
+194.56%
10 Year Return
–
AUM
$220M
AUM Growth
+$220M
(+29%)
Cap. Flow
+$28M
Cap. Flow
% of AUM
12.75%
Top 10 Holdings %
Top 10 Hldgs %
41.49%
Holding
217
New
60
Increased
78
Reduced
47
Closed
24
Top Buys
| 1 |
AB InBev
BUD
|
$4.73M |
| 2 |
Keurig Dr Pepper
KDP
|
$4.55M |
| 3 |
Goldman Sachs
GS
|
$4.47M |
| 4 |
Apple
AAPL
|
$3.22M |
| 5 |
Amazon
AMZN
|
$1.72M |
Top Sells
| 1 |
SPDR Dow Jones Industrial Average ETF Trust
DIA
|
$2.2M |
| 2 |
CME Group
CME
|
$1.99M |
| 3 |
Comcast
CMCSA
|
$537K |
| 4 |
ConocoPhillips
COP
|
$528K |
| 5 |
Intel
INTC
|
$500K |
Sector Composition
| 1 | Financials | 14.24% |
| 2 | Technology | 9.58% |
| 3 | Communication Services | 9.12% |
| 4 | Healthcare | 8.68% |
| 5 | Consumer Discretionary | 8.53% |
