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
$687M
AUM Growth
+$56.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
380
New
Increased
Reduced
Closed

Top Buys

1
+$4.54M
2
+$2.69M
3
+$2.42M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.47M
5
BGS icon
B&G Foods
BGS
+$1.35M

Top Sells

1
+$5.92M
2
+$2M
3
+$1.3M
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$1.29M
5
TTD icon
Trade Desk
TTD
+$1.19M

Sector Composition

1 Technology 16.27%
2 Energy 8.23%
3 Consumer Discretionary 8.16%
4 Communication Services 7.49%
5 Financials 6.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$863K 0.13%
3,612
-21
152
$859K 0.13%
1,756
+1,063
153
$853K 0.12%
+10,627
154
$839K 0.12%
4,107
+1,721
155
$807K 0.12%
5,058
+42
156
$789K 0.11%
+3,811
157
$784K 0.11%
13,638
158
$784K 0.11%
5,896
+1,702
159
$768K 0.11%
13,605
160
$765K 0.11%
5,079
-55
161
$759K 0.11%
40,342
-1,858
162
$757K 0.11%
3,734
+337
163
$756K 0.11%
3,334
-263
164
$756K 0.11%
47,226
-5,724
165
$742K 0.11%
5,500
+115
166
$741K 0.11%
29,286
+4,743
167
$735K 0.11%
11,829
+143
168
$708K 0.1%
12,864
+1,122
169
$705K 0.1%
+25,975
170
$701K 0.1%
+5,175
171
$701K 0.1%
+13,056
172
$699K 0.1%
6,457
-96
173
$695K 0.1%
4,332
174
$685K 0.1%
6,724
-980
175
$681K 0.1%
13,316
-516
5 6
7
8 9