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
$220M
AUM Growth
+$50M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
217
New
Increased
Reduced
Closed

Top Buys

1
+$4.73M
2
+$4.55M
3
+$4.47M
4
AAPL icon
Apple
AAPL
+$3.22M
5
AMZN icon
Amazon
AMZN
+$1.72M

Top Sells

1
+$2.2M
2
+$1.99M
3
+$537K
4
COP icon
ConocoPhillips
COP
+$528K
5
INTC icon
Intel
INTC
+$500K

Sector Composition

1 Financials 14.24%
2 Technology 9.58%
3 Communication Services 9.12%
4 Healthcare 8.68%
5 Consumer Discretionary 8.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$218K 0.1%
+4,097
177
$213K 0.1%
15,651
-7,500
178
$212K 0.1%
+3,570
179
$211K 0.1%
+2,647
180
$211K 0.1%
+1,642
181
$210K 0.1%
+1,262
182
$210K 0.1%
+602
183
$209K 0.1%
+4,594
184
$205K 0.09%
+473
185
$205K 0.09%
+2,583
186
$205K 0.09%
1,210
-250
187
$203K 0.09%
+10,304
188
$203K 0.09%
+1,695
189
$171K 0.08%
+157
190
$158K 0.07%
18,020
-2,245
191
$108K 0.05%
11,606
+205
192
$60K 0.03%
1,063
193
$59K 0.03%
600
194
– –
-13,202
195
– –
-20,000
196
– –
-7,863
197
– –
-7,340
198
– –
-9,729
199
– –
-1,600
200
– –
-6,312
5 6 7
8
9