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
$915M
AUM Growth
-$21.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
434
New
Increased
Reduced
Closed

Top Buys

1
+$3.08M
2
+$2.93M
3
+$2.41M
4
XOM icon
Exxon Mobil
XOM
+$2.4M
5
NU icon
Nu Holdings
NU
+$2.32M

Top Sells

1
+$9.97M
2
+$4.46M
3
+$1.92M
4
NVDA icon
NVIDIA
NVDA
+$1.82M
5
DOCU icon
DocuSign
DOCU
+$1.81M

Sector Composition

1 Technology 20.16%
2 Energy 10.59%
3 Consumer Discretionary 7.77%
4 Financials 7.65%
5 Healthcare 5.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.07M 0.12%
9,615
-676
152
$1.06M 0.12%
17,849
-2,035
153
$1.05M 0.12%
8,237
-247
154
$1.05M 0.11%
+10,146
155
$1.03M 0.11%
2,254
-1,433
156
$991K 0.11%
4,447
-133
157
$991K 0.11%
11,245
-2,910
158
$961K 0.11%
18,915
-6,500
159
$958K 0.1%
18,060
+3,037
160
$956K 0.1%
4,020
+33
161
$934K 0.1%
6,283
-272
162
$923K 0.1%
5,716
+649
163
$920K 0.1%
5,790
-3,119
164
$902K 0.1%
7,238
+12
165
$901K 0.1%
4,887
-3
166
$890K 0.1%
3,743
+799
167
$889K 0.1%
15,951
+261
168
$887K 0.1%
5,344
+486
169
$879K 0.1%
5,873
+6
170
$873K 0.1%
4,068
+10
171
$869K 0.1%
13,638
172
$866K 0.09%
9,219
-772
173
$857K 0.09%
13,055
+265
174
$850K 0.09%
46,304
+5,582
175
$845K 0.09%
6,264
+396
5 6
7
8 9