MWM

Meridian Wealth Management Portfolio holdings

AUM $2.84B
1-Year Est. Return 28.25%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$200M
AUM Growth
+$38.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
206
New
Increased
Reduced
Closed

Top Buys

1
+$6M
2
+$4.71M
3
+$4.58M
4
CTBI icon
Community Trust Bancorp
CTBI
+$3.61M
5
CAT icon
Caterpillar
CAT
+$2.79M

Top Sells

1
+$1.69M
2
+$1.45M
3
+$1.21M
4
META icon
Meta Platforms (Facebook)
META
+$1.2M
5
DIA icon
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
+$1.17M

Sector Composition

1 Financials 14.78%
2 Technology 11.29%
3 Industrials 10.09%
4 Communication Services 7.86%
5 Consumer Discretionary 5.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$85K 0.04%
1,363
-387
177
– –
-8,011
178
– –
-1,201
179
– –
-7,028
180
– –
-18,874
181
– –
-12,610
182
– –
-2,895
183
– –
-5,240
184
– –
-5,381
185
– –
-8,969
186
– –
-4,821
187
– –
-4,136
188
– –
-5,010
189
– –
-1,110
190
– –
-53,420
191
– –
-4,160
192
– –
-1,274
193
– –
-13,830
194
– –
-7,508
195
– –
-2,732
196
– –
-6,125
197
– –
-1,362
198
– –
-1,430
199
– –
-7,115
200
– –
-6,052
5 6 7
8
9