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
$811M
AUM Growth
+$26.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
409
New
Increased
Reduced
Closed

Top Buys

1
+$8.24M
2
+$2.84M
3
+$2.73M
4
SNOW icon
Snowflake
SNOW
+$2.51M
5
CRWD icon
CrowdStrike
CRWD
+$2.44M

Top Sells

1
+$2M
2
+$1.35M
3
+$1.23M
4
GS icon
Goldman Sachs
GS
+$835K
5
SMG icon
ScottsMiracle-Gro
SMG
+$790K

Sector Composition

1 Technology 19.05%
2 Financials 8.05%
3 Consumer Discretionary 7.99%
4 Energy 7.91%
5 Communication Services 6.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$964K 0.12%
11,069
-346
152
$955K 0.12%
18,145
+3,000
153
$943K 0.12%
9,660
+1,067
154
$933K 0.12%
17,148
+3,375
155
$933K 0.12%
15,050
+949
156
$925K 0.11%
7,243
+240
157
$917K 0.11%
3,508
-2,496
158
$905K 0.11%
9,550
+1,186
159
$898K 0.11%
6,066
-936
160
$889K 0.11%
11,834
-4,077
161
$881K 0.11%
30,578
+322
162
$878K 0.11%
7,556
+2,156
163
$869K 0.11%
3,105
+1,990
164
$853K 0.11%
8,108
+1,027
165
$848K 0.1%
5,245
166
$847K 0.1%
14,918
167
$843K 0.1%
12,011
+1,144
168
$813K 0.1%
1,885
+313
169
$804K 0.1%
7,175
-4,376
170
$797K 0.1%
3,367
+461
171
$796K 0.1%
6,508
-34
172
$794K 0.1%
45,780
-948
173
$792K 0.1%
5,676
-391
174
$785K 0.1%
4,900
-80
175
$783K 0.1%
40,464
+324
5 6
7
8 9