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
$213M
AUM Growth
+$12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
210
New
Increased
Reduced
Closed

Top Buys

1
+$3.72M
2
+$2.88M
3
+$2.23M
4
NVDA icon
NVIDIA
NVDA
+$1.6M
5
IQ icon
iQIYI
IQ
+$1.59M

Top Sells

1
+$3.05M
2
+$2.79M
3
+$2.61M
4
META icon
Meta Platforms (Facebook)
META
+$2.22M
5
CME icon
CME Group
CME
+$1.12M

Sector Composition

1 Technology 15.51%
2 Financials 12.41%
3 Communication Services 9.87%
4 Healthcare 8.52%
5 Industrials 7.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
– –
-6,762
202
– –
-3,602
203
– –
-1,399
204
– –
-86,648
205
– –
-7,744
206
– –
-11,025
207
– –
-4,155
208
– –
-4,440
209
– –
-72,500
210
– –
-24,800
5 6 7 8
9