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

Top Buys

1
+$3.54M
2
+$2.84M
3
+$1.17M
4
AAPL icon
Apple
AAPL
+$1.09M
5
MPC icon
Marathon Petroleum
MPC
+$627K

Top Sells

1
+$4.63M
2
+$3.73M
3
+$3.02M
4
MS icon
Morgan Stanley
MS
+$1.35M
5
DVYE icon
iShares Emerging Markets Dividend ETF
DVYE
+$967K

Sector Composition

1 Financials 12.21%
2 Technology 11.4%
3 Communication Services 10.22%
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%
+7,734
208
$1.96K 0.08%
+1,708
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%
5,449
-2,109
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
10 11