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
$213M
AUM Growth
+$12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
210
New
Increased
Reduced
Closed

Top Buys

1
+$3.72M
2
+$2.88M
3
+$2.23M
4
NVDA icon
NVIDIA
NVDA
+$1.6M
5
IQ icon
iQIYI
IQ
+$1.59M

Top Sells

1
+$3.05M
2
+$2.79M
3
+$2.61M
4
META icon
Meta Platforms (Facebook)
META
+$2.22M
5
CME icon
CME Group
CME
+$1.12M

Sector Composition

1 Technology 15.51%
2 Financials 12.41%
3 Communication Services 9.87%
4 Healthcare 8.52%
5 Industrials 7.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$205K 0.1%
+8,260
177
$205K 0.1%
2,655
-300
178
$201K 0.09%
3,428
-100
179
$186K 0.09%
49,600
180
$104K 0.05%
1,539
+176
181
$80K 0.04%
+10,000
182
$28K 0.01%
+1,183
183
$10K ﹤0.01%
+10,740
184
– –
-5,200
185
– –
-10,645
186
– –
-12,416
187
– –
-6,814
188
– –
-15,463
189
– –
-6,934
190
– –
-5,851
191
– –
-2,600
192
– –
-4,388
193
– –
-10,000
194
– –
-3,808
195
– –
-42,472
196
– –
-4,465
197
– –
-12,675
198
– –
-6,817
199
– –
-2,580
200
– –
-14,310
5 6 7
8
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