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
$299M
AUM Growth
+$73M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
251
New
Increased
Reduced
Closed

Top Buys

1
+$5.31M
2
+$3.46M
3
+$2.89M
4
MSFT icon
Microsoft
MSFT
+$2.11M
5
AAPL icon
Apple
AAPL
+$2.09M

Top Sells

1
+$3.53M
2
+$2.94M
3
+$2.12M
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$1.8M
5
WM icon
Waste Management
WM
+$1.68M

Sector Composition

1 Technology 23.08%
2 Consumer Discretionary 10.78%
3 Healthcare 9.21%
4 Communication Services 8.6%
5 Financials 7.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$257K 0.09%
+4,600
177
$257K 0.09%
+1,286
178
$255K 0.09%
+820
179
$252K 0.08%
2,242
180
$251K 0.08%
1,258
-100
181
$250K 0.08%
2,857
-204
182
$248K 0.08%
642
183
$248K 0.08%
+687
184
$246K 0.08%
11,648
185
$246K 0.08%
+1,453
186
$240K 0.08%
8,544
+50
187
$240K 0.08%
1,959
+100
188
$239K 0.08%
+8,740
189
$238K 0.08%
+12,417
190
$236K 0.08%
+1,809
191
$236K 0.08%
74,152
+952
192
$235K 0.08%
+4,572
193
$232K 0.08%
+2,216
194
$227K 0.08%
+1,262
195
$226K 0.08%
+767
196
$226K 0.08%
+2,674
197
$226K 0.08%
+2,041
198
$222K 0.07%
+675
199
$219K 0.07%
4,071
200
$217K 0.07%
3,585
-480
6 7
8
9 10