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
$915M
AUM Growth
-$21.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
434
New
Increased
Reduced
Closed

Top Buys

1
+$3.08M
2
+$2.93M
3
+$2.41M
4
XOM icon
Exxon Mobil
XOM
+$2.4M
5
NU icon
Nu Holdings
NU
+$2.32M

Top Sells

1
+$9.97M
2
+$4.46M
3
+$1.92M
4
NVDA icon
NVIDIA
NVDA
+$1.82M
5
DOCU icon
DocuSign
DOCU
+$1.81M

Sector Composition

1 Technology 20.16%
2 Energy 10.59%
3 Consumer Discretionary 7.77%
4 Financials 7.65%
5 Healthcare 5.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$833K 0.09%
35,037
+2,500
177
$823K 0.09%
3,498
-929
178
$820K 0.09%
31,497
+451
179
$820K 0.09%
11,367
+4,002
180
$816K 0.09%
2,665
-544
181
$810K 0.09%
45,123
+225
182
$793K 0.09%
13,005
-225
183
$789K 0.09%
10,506
+942
184
$763K 0.08%
6,958
-605
185
$752K 0.08%
4,022
+263
186
$748K 0.08%
9,129
+4,064
187
$740K 0.08%
7,306
+240
188
$738K 0.08%
3,059
-123
189
$723K 0.08%
12,039
-45
190
$720K 0.08%
64,363
+2,010
191
$717K 0.08%
7,132
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192
$705K 0.08%
17,826
+1,500
193
$699K 0.08%
6,706
+57
194
$698K 0.08%
3,287
-3,771
195
$695K 0.08%
2,428
+734
196
$693K 0.08%
+16,533
197
$691K 0.08%
905
-42
198
$683K 0.07%
5,245
199
$665K 0.07%
+6,665
200
$647K 0.07%
9,713
+3,524
6 7
8
9 10