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
$212M
AUM Growth
+$210M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
556
New
Increased
Reduced
Closed

Top Buys

1
+$2.23M
2
+$1.66M
3
+$830K
4
WM icon
Waste Management
WM
+$809K
5
GLD icon
SPDR Gold Trust
GLD
+$752K

Top Sells

1
+$5.33M
2
+$2.74M
3
+$1.86M
4
NVDA icon
NVIDIA
NVDA
+$1.4M
5
KDP icon
Keurig Dr Pepper
KDP
+$1.04M

Sector Composition

1 Financials 13.48%
2 Technology 11.59%
3 Communication Services 9.76%
4 Consumer Discretionary 8.89%
5 Consumer Staples 7.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$229K 0.11%
1,103
-172
177
$229K 0.11%
4,112
+7
178
$228K 0.11%
1,255
+2
179
$226K 0.11%
5,537
-21,195
180
$225K 0.11%
3,232
181
$222K 0.1%
4,271
-1,177
182
$221K 0.1%
+7,374
183
$221K 0.1%
1,709
+1
184
$220K 0.1%
+312
185
$219K 0.1%
1,262
186
$215K 0.1%
10,148
187
$214K 0.1%
2,819
-62
188
$213K 0.1%
1,887
-241
189
$211K 0.1%
18,600
+10,845
190
$211K 0.1%
1,301
-156
191
$210K 0.1%
7,155
-660
192
$209K 0.1%
1,903
+802
193
$205K 0.1%
1,890
-310
194
$201K 0.09%
4,910
-177
195
$201K 0.09%
1,098
-72
196
$171K 0.08%
18,623
+75
197
$169K 0.08%
11,262
+1,843
198
$125K 0.06%
+12,455
199
$66K 0.03%
1,056
200
$30K 0.01%
765
6 7
8
9 10