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
$408M
AUM Growth
+$109M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
283
New
Increased
Reduced
Closed

Top Buys

1
+$11.5M
2
+$6.83M
3
+$5.77M
4
NVDA icon
NVIDIA
NVDA
+$3.35M
5
META icon
Meta Platforms (Facebook)
META
+$2.91M

Top Sells

1
+$1.53M
2
+$1.42M
3
+$1.21M
4
BUD icon
AB InBev
BUD
+$1.18M
5
XAR icon
SPDR S&P Aerospace & Defense ETF
XAR
+$939K

Sector Composition

1 Technology 24%
2 Consumer Discretionary 9.77%
3 Communication Services 8.91%
4 Healthcare 7.31%
5 Financials 6.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$438K 0.11%
2,621
-2,300
152
$438K 0.11%
+5,297
153
$432K 0.11%
5,715
-65
154
$422K 0.1%
16,280
+5,466
155
$406K 0.1%
2,752
-33
156
$405K 0.1%
1,895
+609
157
$396K 0.1%
2,247
+967
158
$393K 0.1%
+19,320
159
$387K 0.09%
2,386
+170
160
$376K 0.09%
+15,346
161
$371K 0.09%
841
+154
162
$367K 0.09%
863
+3
163
$364K 0.09%
+2,908
164
$364K 0.09%
+3,128
165
$363K 0.09%
+3,174
166
$362K 0.09%
7,906
-622
167
$361K 0.09%
1,910
+100
168
$358K 0.09%
471
169
$354K 0.09%
+1,766
170
$353K 0.09%
+3,471
171
$350K 0.09%
3,498
+676
172
$349K 0.09%
11,950
-205
173
$348K 0.09%
843
+201
174
$347K 0.09%
5,460
-5,559
175
$346K 0.08%
4,276
-102
5 6
7
8 9