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
$212M
AUM Growth
+$210M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
556
New
Increased
Reduced
Closed

Top Buys

1
+$2.23M
2
+$1.66M
3
+$830K
4
WM icon
Waste Management
WM
+$809K
5
GLD icon
SPDR Gold Trust
GLD
+$752K

Top Sells

1
+$5.33M
2
+$2.74M
3
+$1.86M
4
NVDA icon
NVIDIA
NVDA
+$1.4M
5
KDP icon
Keurig Dr Pepper
KDP
+$1.04M

Sector Composition

1 Financials 13.48%
2 Technology 11.59%
3 Communication Services 9.76%
4 Consumer Discretionary 8.89%
5 Consumer Staples 7.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$297K 0.14%
1,286
+90
152
$295K 0.14%
3,004
+632
153
$293K 0.14%
14,195
+147
154
$290K 0.14%
3,834
+596
155
$288K 0.14%
10,896
-600
156
$282K 0.13%
2,201
-86
157
$278K 0.13%
1,664
-20
158
$277K 0.13%
4,944
159
$277K 0.13%
3,916
-17
160
$275K 0.13%
+11,000
161
$271K 0.13%
3,725
-50
162
$271K 0.13%
5,045
163
$271K 0.13%
11,125
164
$264K 0.12%
2,335
+343
165
$256K 0.12%
2,979
+1
166
$254K 0.12%
8,150
-11,980
167
$246K 0.12%
1,370
-40
168
$241K 0.11%
4,019
-221
169
$238K 0.11%
2,048
-213
170
$236K 0.11%
1,873
-25
171
$234K 0.11%
406
172
$234K 0.11%
5,035
-750
173
$232K 0.11%
4,385
+1,145
174
$231K 0.11%
444
175
$229K 0.11%
+13,600
5 6
7
8 9