MWM

Meridian Wealth Management Portfolio holdings

AUM $2.84B
1-Year Est. Return 28.26%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.26%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$233M
AUM Growth
+$20.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
211
New
Increased
Reduced
Closed

Top Buys

1
+$3.14M
2
+$2.88M
3
+$2.74M
4
LULU icon
lululemon athletica
LULU
+$2.16M
5
ANET icon
Arista Networks
ANET
+$1.78M

Top Sells

1
+$2.98M
2
+$1.8M
3
+$1.59M
4
DIA icon
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
+$934K
5
VTV icon
Vanguard Value ETF
VTV
+$730K

Sector Composition

1 Technology 17.42%
2 Financials 12.06%
3 Communication Services 10.31%
4 Healthcare 9.57%
5 Consumer Discretionary 8.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
– –
-5,500
177
– –
-6,019
178
– –
-49,250
179
– –
-3,222
180
– –
-1,781
181
– –
-1,274
182
– –
-3,428
183
– –
-5,375
184
– –
-1,183
185
– –
-20,600
186
– –
-2,950
187
– –
-6,950
188
– –
-12,937
189
– –
-3,484
190
– –
-4,733
191
– –
-6,250
192
– –
-18,320
193
– –
-10,009
194
– –
-7,324
195
– –
-2,790
196
– –
-8,906
197
– –
-9,000
198
– –
-1,231
199
– –
-13,770
200
– –
-3,446
5 6 7
8
9