MWM

Meridian Wealth Management Portfolio holdings

AUM $2.84B
1-Year Est. Return 28.25%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.47M
AUM Growth
-$217M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
549
New
Increased
Reduced
Closed

Top Buys

1
+$3.54M
2
+$2.84M
3
+$1.17M
4
AAPL icon
Apple
AAPL
+$1.09M
5
MPC icon
Marathon Petroleum
MPC
+$627K

Top Sells

1
+$4.63M
2
+$3.73M
3
+$3.02M
4
MS icon
Morgan Stanley
MS
+$1.35M
5
DVYE icon
iShares Emerging Markets Dividend ETF
DVYE
+$967K

Sector Composition

1 Financials 12.21%
2 Technology 11.4%
3 Communication Services 10.22%
4 Consumer Discretionary 9.15%
5 Industrials 7.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$2.91K 0.12%
2,287
+27
152
$2.91K 0.12%
+5,042
153
$2.91K 0.12%
+7,974
154
$2.86K 0.12%
+4,084
155
$2.85K 0.12%
1,684
-656
156
$2.84K 0.11%
+15,180
157
$2.81K 0.11%
1,410
158
$2.8K 0.11%
4,944
+12
159
$2.79K 0.11%
+4,240
160
$2.73K 0.11%
2,884
-142
161
$2.73K 0.11%
11,125
162
$2.72K 0.11%
8,770
163
$2.7K 0.11%
5,785
-962
164
$2.69K 0.11%
10,500
165
$2.68K 0.11%
5,045
166
$2.67K 0.11%
+2,200
167
$2.64K 0.11%
+3,775
168
$2.61K 0.11%
+2,261
169
$2.61K 0.11%
2,000
+358
170
$2.61K 0.11%
1,275
-23,380
171
$2.57K 0.1%
+16,320
172
$2.57K 0.1%
6,966
+18
173
$2.56K 0.1%
636
+163
174
$2.53K 0.1%
730
+128
175
$2.48K 0.1%
+1,740
5 6
7
8 9