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
$2.47M
AUM Growth
-$217M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
549
New
Increased
Reduced
Closed

Top Buys

1
+$37.2K
2
+$27.5K
3
+$12.1K
4
AAPL icon
Apple
AAPL
+$11.1K
5
BYND icon
Beyond Meat
BYND
+$7.09K

Top Sells

1
+$967K
2
+$423K
3
+$399K
4
SDS icon
ProShares UltraShort S&P500
SDS
+$397K
5
FENY icon
Fidelity MSCI Energy Index ETF
FENY
+$355K

Sector Composition

1 Financials 12.21%
2 Technology 11.4%
3 Communication Services 10.07%
4 Consumer Discretionary 9.15%
5 Industrials 7.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$2.06K 0.08%
4,365
-229
202
$2.05K 0.08%
+406
203
$2.01K 0.08%
+1,250
204
$1.99K 0.08%
+4,251
205
$1.98K 0.08%
1,073
-1,874
206
$1.98K 0.08%
+1,375
207
$1.96K 0.08%
+1,708
208
$1.96K 0.08%
+7,734
209
$1.94K 0.08%
+7,875
210
$1.93K 0.08%
2,164
-2,030
211
$1.92K 0.08%
+13,290
212
$1.91K 0.08%
+2,626
213
$1.9K 0.08%
18,548
+528
214
$1.89K 0.08%
2,901
-2,826
215
$1.87K 0.08%
+4,021
216
$1.79K 0.07%
+1,170
217
$1.79K 0.07%
8,450
-12,500
218
$1.76K 0.07%
+6,101
219
$1.74K 0.07%
+630
220
$1.72K 0.07%
+5,675
221
$1.71K 0.07%
2,280
-882
222
$1.71K 0.07%
+980
223
$1.71K 0.07%
+1,252
224
$1.7K 0.07%
+641
225
$1.7K 0.07%
+1,140
7 8
9
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