MWM

Meridian Wealth Management Portfolio holdings

AUM $2.84B
1-Year Est. Return 28.25%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$811M
AUM Growth
+$26.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
409
New
Increased
Reduced
Closed

Top Buys

1
+$8.17M
2
+$2.87M
3
+$2.81M
4
CRWD icon
CrowdStrike
CRWD
+$2.56M
5
SNOW icon
Snowflake
SNOW
+$2.36M

Top Sells

1
+$2.16M
2
+$1.39M
3
+$1.24M
4
GS icon
Goldman Sachs
GS
+$862K
5
ZM icon
Zoom
ZM
+$842K

Sector Composition

1 Technology 19.05%
2 Financials 8.05%
3 Consumer Discretionary 7.99%
4 Energy 7.91%
5 Communication Services 6.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$781K 0.1%
12,440
-436
177
$768K 0.09%
13,638
178
$752K 0.09%
4,532
+138
179
$744K 0.09%
21,456
+160
180
$738K 0.09%
5,798
+517
181
$729K 0.09%
28,793
-3,881
182
$727K 0.09%
2,595
+12
183
$725K 0.09%
24,192
+656
184
$724K 0.09%
9,072
+72
185
$716K 0.09%
6,779
+1,773
186
$707K 0.09%
843
-9
187
$697K 0.09%
4,306
+76
188
$690K 0.09%
12,231
-320
189
$690K 0.09%
2,093
-457
190
$685K 0.08%
13,435
-383
191
$678K 0.08%
3,401
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192
$661K 0.08%
4,220
-1,562
193
$655K 0.08%
+4,451
194
$653K 0.08%
3,896
+30
195
$647K 0.08%
4,549
+568
196
$645K 0.08%
6,620
+250
197
$637K 0.08%
10,472
198
$630K 0.08%
13,573
-47
199
$628K 0.08%
6,373
-345
200
$619K 0.08%
+2,292
6 7
8
9 10