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
$299M
AUM Growth
+$73M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
251
New
Increased
Reduced
Closed

Top Buys

1
+$5.31M
2
+$3.46M
3
+$2.89M
4
MSFT icon
Microsoft
MSFT
+$2.11M
5
AAPL icon
Apple
AAPL
+$2.09M

Top Sells

1
+$3.53M
2
+$2.94M
3
+$2.12M
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$1.8M
5
WM icon
Waste Management
WM
+$1.68M

Sector Composition

1 Technology 23.08%
2 Consumer Discretionary 10.78%
3 Healthcare 9.21%
4 Communication Services 8.6%
5 Financials 7.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$214K 0.07%
+4,759
202
$213K 0.07%
+1,107
203
$213K 0.07%
+2,240
204
$210K 0.07%
+1,757
205
$209K 0.07%
+1,280
206
$206K 0.07%
+2,342
207
$200K 0.07%
+3,308
208
$200K 0.07%
+6,902
209
$148K 0.05%
11,376
210
$146K 0.05%
10,434
211
$142K 0.05%
10,500
212
$142K 0.05%
10,073
-4,582
213
$140K 0.05%
+30,000
214
$132K 0.04%
11,000
215
$128K 0.04%
3,772
-1,675
216
$125K 0.04%
+30,000
217
$124K 0.04%
+105,754
218
$107K 0.04%
17,679
-1,086
219
$104K 0.03%
10,500
220
$86K 0.03%
11,000
221
$67K 0.02%
+11,560
222
$58K 0.02%
+20,000
223
$37K 0.01%
+1,200
224
– –
-1,000
225
– –
-15,736
7 8
9
10 11