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
$299M
AUM Growth
+$73M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
251
New
Increased
Reduced
Closed

Top Buys

1
+$5.31M
2
+$3.46M
3
+$2.89M
4
MSFT icon
Microsoft
MSFT
+$2.11M
5
AAPL icon
Apple
AAPL
+$2.09M

Top Sells

1
+$3.53M
2
+$2.94M
3
+$2.12M
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$1.8M
5
WM icon
Waste Management
WM
+$1.68M

Sector Composition

1 Technology 23.08%
2 Consumer Discretionary 10.78%
3 Healthcare 9.21%
4 Communication Services 8.6%
5 Financials 7.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$344K 0.12%
4,378
+54
152
$337K 0.11%
9,737
-811
153
$330K 0.11%
471
-85
154
$325K 0.11%
2,077
-244
155
$320K 0.11%
+5,780
156
$317K 0.11%
860
-115
157
$317K 0.11%
+3,700
158
$314K 0.11%
8,528
-1,164
159
$307K 0.1%
932
-5
160
$305K 0.1%
3,057
-4,522
161
$299K 0.1%
5,569
-403
162
$298K 0.1%
3,727
-642
163
$293K 0.1%
1,987
+403
164
$291K 0.1%
+6,455
165
$291K 0.1%
11,969
-4,300
166
$291K 0.1%
7,515
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167
$287K 0.1%
7,250
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168
$285K 0.1%
12,875
+224
169
$278K 0.09%
8,200
-1,000
170
$278K 0.09%
+4,000
171
$276K 0.09%
4,863
+236
172
$273K 0.09%
1,131
+9
173
$268K 0.09%
+2,822
174
$267K 0.09%
+1,566
175
$262K 0.09%
2,455
+99
5 6
7
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