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
$2.47M
AUM Growth
-$217M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
549
New
Increased
Reduced
Closed

Top Buys

1
+$3.54M
2
+$2.84M
3
+$1.17M
4
AAPL icon
Apple
AAPL
+$1.09M
5
MPC icon
Marathon Petroleum
MPC
+$627K

Top Sells

1
+$4.63M
2
+$3.73M
3
+$3.02M
4
MS icon
Morgan Stanley
MS
+$1.35M
5
DVYE icon
iShares Emerging Markets Dividend ETF
DVYE
+$967K

Sector Composition

1 Financials 12.21%
2 Technology 11.4%
3 Communication Services 10.22%
4 Consumer Discretionary 9.15%
5 Industrials 7.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$2.46K 0.1%
1,457
+10
177
$2.45K 0.1%
+1,196
178
$2.44K 0.1%
2,978
+81
179
$2.37K 0.1%
2,128
+73
180
$2.35K 0.1%
3,238
+68
181
$2.33K 0.09%
1,253
+1
182
$2.32K 0.09%
7,815
-100
183
$2.28K 0.09%
1,898
+10
184
$2.27K 0.09%
3,232
+8
185
$2.26K 0.09%
2,881
+25
186
$2.22K 0.09%
+1,992
187
$2.19K 0.09%
1,819
+124
188
$2.19K 0.09%
+1,310
189
$2.19K 0.09%
+3,852
190
$2.18K 0.09%
+5,087
191
$2.17K 0.09%
1,262
192
$2.17K 0.09%
4,105
+8
193
$2.15K 0.09%
+444
194
$2.13K 0.09%
13,120
+2,816
195
$2.12K 0.09%
+2,389
196
$2.11K 0.09%
+3,362
197
$2.11K 0.09%
+10,148
198
$2.1K 0.09%
+11,767
199
$2.07K 0.08%
2,591
+8
200
$2.06K 0.08%
+7,383
6 7
8
9 10