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
$785M
AUM Growth
+$97.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
395
New
Increased
Reduced
Closed

Top Buys

1
+$8.16M
2
+$3.03M
3
+$1.72M
4
AMZN icon
Amazon
AMZN
+$1.67M
5
ITB icon
iShares US Home Construction ETF
ITB
+$1.3M

Top Sells

1
+$3.37M
2
+$3.26M
3
+$2.52M
4
BYND icon
Beyond Meat
BYND
+$1.25M
5
QCOM icon
Qualcomm
QCOM
+$1.21M

Sector Composition

1 Technology 17.22%
2 Consumer Discretionary 8.21%
3 Energy 8.15%
4 Financials 7.4%
5 Communication Services 6.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$929K 0.12%
4,014
+203
152
$917K 0.12%
5,782
-47
153
$904K 0.12%
12,551
+6,207
154
$897K 0.11%
7,003
+10
155
$889K 0.11%
11,415
-4,751
156
$886K 0.11%
30,256
-76
157
$870K 0.11%
4,089
-18
158
$858K 0.11%
5,245
+166
159
$855K 0.11%
14,918
+1,313
160
$853K 0.11%
14,101
+2,272
161
$852K 0.11%
6,067
+567
162
$849K 0.11%
8,593
+2,844
163
$832K 0.11%
32,674
+3,388
164
$829K 0.11%
8,364
+1,285
165
$826K 0.11%
4,980
-78
166
$824K 0.11%
15,487
-650
167
$814K 0.1%
15,145
+2,580
168
$810K 0.1%
46,728
-498
169
$792K 0.1%
40,140
-202
170
$790K 0.1%
4,116
+40
171
$788K 0.1%
+21,224
172
$777K 0.1%
13,638
173
$775K 0.1%
12,876
+12
174
$769K 0.1%
10,867
+3,738
175
$758K 0.1%
4,394
+62
5 6
7
8 9