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
$226M
AUM Growth
+$17.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
258
New
Increased
Reduced
Closed

Top Buys

1
+$12.9M
2
+$4.52M
3
+$3.59M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.27M
5
NVDA icon
NVIDIA
NVDA
+$2.8M

Top Sells

1
+$4.53M
2
+$2.92M
3
+$2.83M
4
MPC icon
Marathon Petroleum
MPC
+$1.41M
5
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$1.25M

Sector Composition

1 Technology 18.05%
2 Consumer Discretionary 11.41%
3 Financials 9.3%
4 Healthcare 9.21%
5 Communication Services 6.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$305K 0.14%
4,324
+153
152
$299K 0.13%
2,321
+87
153
$292K 0.13%
+2,250
154
$291K 0.13%
1,230
-1,004
155
$287K 0.13%
+2,000
156
$286K 0.13%
+14,010
157
$283K 0.13%
6,566
-2,154
158
$282K 0.12%
6,100
-75
159
$278K 0.12%
+570
160
$277K 0.12%
+9,200
161
$277K 0.12%
+4,792
162
$275K 0.12%
8,257
-392
163
$275K 0.12%
3,393
+1,516
164
$274K 0.12%
6,698
-690
165
$272K 0.12%
+10,000
166
$270K 0.12%
+15,736
167
$269K 0.12%
+3,061
168
$265K 0.12%
+4,100
169
$260K 0.12%
7,751
-4,647
170
$256K 0.11%
1,657
+383
171
$255K 0.11%
+5,972
172
$237K 0.11%
11,648
173
$230K 0.1%
+8,494
174
$229K 0.1%
937
-60
175
$224K 0.1%
+1,584
5 6
7
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