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

Top Buys

1
+$3.61M
2
+$2.95M
3
+$1.94M
4
NVDA icon
NVIDIA
NVDA
+$1.64M
5
IQ icon
iQIYI
IQ
+$1.2M

Top Sells

1
+$3.07M
2
+$3.05M
3
+$2.61M
4
META icon
Meta Platforms (Facebook)
META
+$2.07M
5
CME icon
CME Group
CME
+$1.12M

Sector Composition

1 Technology 15.51%
2 Financials 12.41%
3 Communication Services 10.09%
4 Healthcare 8.52%
5 Industrials 7.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
– –
-3,602
202
– –
-1,399
203
– –
-86,648
204
– –
-15,488
205
– –
-11,025
206
– –
-4,155
207
– –
-4,440
208
– –
-72,500
209
– –
-24,800
210
– –
-5,200
5 6 7 8
9