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
$226M
AUM Growth
+$17.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
258
New
Increased
Reduced
Closed

Top Buys

1
+$12.9M
2
+$4.52M
3
+$3.59M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.27M
5
NVDA icon
NVIDIA
NVDA
+$2.8M

Top Sells

1
+$4.53M
2
+$2.92M
3
+$2.83M
4
MPC icon
Marathon Petroleum
MPC
+$1.41M
5
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$1.25M

Sector Composition

1 Technology 18.05%
2 Consumer Discretionary 11.41%
3 Financials 9.3%
4 Healthcare 9.21%
5 Communication Services 6.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$223K 0.1%
+1,122
177
$222K 0.1%
2,242
-32
178
$219K 0.1%
1,859
+19
179
$219K 0.1%
4,065
-340
180
$217K 0.1%
9,692
-1,208
181
$215K 0.1%
+5,447
182
$213K 0.09%
+4,627
183
$210K 0.09%
+4,071
184
$210K 0.09%
73,200
+36,245
185
$209K 0.09%
2,356
-267
186
$208K 0.09%
4,352
-78
187
$204K 0.09%
1,358
+101
188
$202K 0.09%
1,000
+13
189
$202K 0.09%
5,239
+1,142
190
$201K 0.09%
642
+1
191
$200K 0.09%
1,370
192
$195K 0.09%
12,651
-2,309
193
$192K 0.09%
14,655
-19
194
$145K 0.06%
+11,376
195
$143K 0.06%
+10,434
196
$132K 0.06%
+11,000
197
$130K 0.06%
+10,500
198
$116K 0.05%
+22,000
199
$90K 0.04%
18,765
-864
200
$81K 0.04%
+11,000
6 7
8
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