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
$936M
AUM Growth
+$126M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
426
New
Increased
Reduced
Closed

Top Buys

1
+$16.4M
2
+$5.04M
3
+$4.03M
4
NET icon
Cloudflare
NET
+$2.89M
5
XOM icon
Exxon Mobil
XOM
+$2.81M

Top Sells

1
+$4.25M
2
+$3.38M
3
+$3.1M
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$1.85M
5
AMD icon
Advanced Micro Devices
AMD
+$1.72M

Sector Composition

1 Technology 22.44%
2 Consumer Discretionary 7.69%
3 Energy 7.45%
4 Financials 7.12%
5 Healthcare 5.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$844K 0.09%
13,638
177
$841K 0.09%
5,067
+167
178
$833K 0.09%
9,564
+6,888
179
$821K 0.09%
7,129
-46
180
$816K 0.09%
4,858
+638
181
$813K 0.09%
13,467
+1,456
182
$810K 0.09%
6,822
+4,908
183
$806K 0.09%
8,517
-1,097
184
$800K 0.09%
5,245
185
$800K 0.09%
+6,649
186
$798K 0.09%
3,209
-192
187
$791K 0.08%
40,722
+258
188
$790K 0.08%
17,398
+6,544
189
$788K 0.08%
9,750
+5,129
190
$785K 0.08%
1,176
+463
191
$782K 0.08%
32,537
+9,337
192
$776K 0.08%
4,802
-654
193
$775K 0.08%
20,456
-1,000
194
$762K 0.08%
7,066
+2,371
195
$748K 0.08%
6,555
+182
196
$734K 0.08%
4,532
197
$732K 0.08%
12,084
-147
198
$722K 0.08%
2,564
-31
199
$717K 0.08%
3,286
+564
200
$676K 0.07%
7,365
+3,305
6 7
8
9 10