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
$226M
AUM Growth
+$17.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
258
New
Increased
Reduced
Closed

Top Buys

1
+$12.9M
2
+$4.52M
3
+$3.59M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.27M
5
NVDA icon
NVIDIA
NVDA
+$2.8M

Top Sells

1
+$4.53M
2
+$2.92M
3
+$2.83M
4
MPC icon
Marathon Petroleum
MPC
+$1.41M
5
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$1.25M

Sector Composition

1 Technology 18.05%
2 Consumer Discretionary 11.41%
3 Financials 9.3%
4 Healthcare 9.21%
5 Communication Services 6.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$64K 0.03%
+10,500
202
– –
-2,035
203
– –
-7,155
204
– –
-2,605
205
– –
-8,610
206
– –
-3,123
207
– –
-161
208
– –
-4,385
209
– –
-3,762
210
– –
-3,030
211
– –
-7,574
212
– –
-13,100
213
– –
-10,560
214
– –
-5,238
215
– –
-8,409
216
– –
-1,583
217
– –
-2,034
218
– –
-16,441
219
– –
-8,022
220
– –
-7,508
221
– –
-4,720
222
– –
-5,072
223
– –
-11,508
224
– –
-4,932
225
– –
-3,274
7 8
9
10 11