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
$687M
AUM Growth
+$56.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
380
New
Increased
Reduced
Closed

Top Buys

1
+$4.54M
2
+$2.69M
3
+$2.42M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.47M
5
BGS icon
B&G Foods
BGS
+$1.35M

Top Sells

1
+$5.92M
2
+$2M
3
+$1.3M
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$1.29M
5
TTD icon
Trade Desk
TTD
+$1.19M

Sector Composition

1 Technology 16.27%
2 Energy 8.23%
3 Consumer Discretionary 8.16%
4 Communication Services 7.49%
5 Financials 6.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$673K 0.1%
2,449
+353
177
$670K 0.1%
36,097
+5,100
178
$658K 0.1%
12,739
-1,783
179
$654K 0.1%
12,565
180
$653K 0.1%
+13,016
181
$632K 0.09%
13,086
-215
182
$629K 0.09%
16,137
+2,902
183
$628K 0.09%
7,079
+231
184
$624K 0.09%
2,532
-3,216
185
$611K 0.09%
8,117
+1,712
186
$609K 0.09%
2,673
-135
187
$604K 0.09%
25,881
-4,770
188
$603K 0.09%
259
189
$601K 0.09%
797
+131
190
$594K 0.09%
1,940
191
$590K 0.09%
1,483
+36
192
$578K 0.08%
9,512
-400
193
$578K 0.08%
12,998
194
$577K 0.08%
6,718
+601
195
$571K 0.08%
2,576
+20
196
$566K 0.08%
10,307
-550
197
$564K 0.08%
20,776
+760
198
$561K 0.08%
4,837
-184
199
$560K 0.08%
2,780
-40
200
$558K 0.08%
+10,893
6 7
8
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