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
$408M
AUM Growth
+$109M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
283
New
Increased
Reduced
Closed

Top Buys

1
+$11.5M
2
+$6.83M
3
+$5.77M
4
NVDA icon
NVIDIA
NVDA
+$3.35M
5
META icon
Meta Platforms (Facebook)
META
+$2.91M

Top Sells

1
+$1.53M
2
+$1.42M
3
+$1.21M
4
BUD icon
AB InBev
BUD
+$1.18M
5
XAR icon
SPDR S&P Aerospace & Defense ETF
XAR
+$939K

Sector Composition

1 Technology 24%
2 Consumer Discretionary 9.77%
3 Communication Services 8.91%
4 Healthcare 7.31%
5 Financials 6.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$342K 0.08%
9,386
-351
177
$337K 0.08%
935
+3
178
$336K 0.08%
+62,034
179
$333K 0.08%
8,534
-1,658
180
$328K 0.08%
18,803
-3,757
181
$318K 0.08%
8,585
-10,145
182
$317K 0.08%
2,509
+550
183
$313K 0.08%
+2,004
184
$306K 0.08%
4,112
+112
185
$305K 0.07%
6,505
+50
186
$303K 0.07%
1,612
+46
187
$302K 0.07%
540
-1,034
188
$301K 0.07%
+8,870
189
$295K 0.07%
3,081
+841
190
$290K 0.07%
+2,032
191
$288K 0.07%
1,955
+146
192
$281K 0.07%
854
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193
$281K 0.07%
5,063
-3,783
194
$280K 0.07%
+4,705
195
$280K 0.07%
2,896
+39
196
$276K 0.07%
+2,660
197
$273K 0.07%
10,221
-1,748
198
$271K 0.07%
1,834
-3,455
199
$269K 0.07%
+1,399
200
$268K 0.07%
+2,707
6 7
8
9 10