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
$233M
AUM Growth
+$20.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
211
New
Increased
Reduced
Closed

Top Buys

1
+$3.14M
2
+$2.88M
3
+$2.74M
4
LULU icon
lululemon athletica
LULU
+$2.16M
5
ANET icon
Arista Networks
ANET
+$1.78M

Top Sells

1
+$2.98M
2
+$1.8M
3
+$1.59M
4
DIA icon
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
+$934K
5
VTV icon
Vanguard Value ETF
VTV
+$730K

Sector Composition

1 Technology 17.42%
2 Financials 12.06%
3 Communication Services 10.31%
4 Healthcare 9.57%
5 Consumer Discretionary 8.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
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202
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203
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204
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-8,682
205
– –
-5,200
206
– –
-12,880
207
– –
-3,716
208
– –
-10,740
209
– –
-7,824
210
– –
-2,152
211
– –
-8,250
5 6 7 8
9