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
$936M
AUM Growth
+$126M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
426
New
Increased
Reduced
Closed

Top Buys

1
+$16.4M
2
+$5.04M
3
+$4.03M
4
NET icon
Cloudflare
NET
+$2.89M
5
XOM icon
Exxon Mobil
XOM
+$2.81M

Top Sells

1
+$4.25M
2
+$3.38M
3
+$3.1M
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$1.85M
5
AMD icon
Advanced Micro Devices
AMD
+$1.72M

Sector Composition

1 Technology 22.44%
2 Consumer Discretionary 7.69%
3 Energy 7.45%
4 Financials 7.12%
5 Healthcare 5.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.05M 0.11%
26,306
+1,223
152
$1.05M 0.11%
2,977
-128
153
$1.05M 0.11%
8,484
-47
154
$1.04M 0.11%
3,573
-69
155
$1.02M 0.11%
3,987
+620
156
$996K 0.11%
6,026
-40
157
$994K 0.11%
15,690
-1,458
158
$981K 0.1%
4,890
+3,647
159
$971K 0.1%
9,181
-2,329
160
$970K 0.1%
3,821
-1,802
161
$949K 0.1%
9,991
+441
162
$936K 0.1%
12,790
+694
163
$934K 0.1%
7,226
-17
164
$928K 0.1%
8,555
+1,935
165
$906K 0.1%
5,868
-8,816
166
$904K 0.1%
6,508
167
$882K 0.09%
5,867
+191
168
$879K 0.09%
7,563
+7
169
$878K 0.09%
8,113
+5
170
$871K 0.09%
13,230
+790
171
$870K 0.09%
4,058
-3,489
172
$867K 0.09%
947
+104
173
$862K 0.09%
31,046
+468
174
$856K 0.09%
15,023
+105
175
$852K 0.09%
44,898
-882
5 6
7
8 9