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
$408M
AUM Growth
+$109M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
283
New
Increased
Reduced
Closed

Top Buys

1
+$11.5M
2
+$6.83M
3
+$5.77M
4
NVDA icon
NVIDIA
NVDA
+$3.35M
5
META icon
Meta Platforms (Facebook)
META
+$2.91M

Top Sells

1
+$1.53M
2
+$1.42M
3
+$1.21M
4
BUD icon
AB InBev
BUD
+$1.18M
5
XAR icon
SPDR S&P Aerospace & Defense ETF
XAR
+$939K

Sector Composition

1 Technology 24%
2 Consumer Discretionary 9.77%
3 Communication Services 8.91%
4 Healthcare 7.31%
5 Financials 6.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$267K 0.07%
+3,106
202
$265K 0.07%
675
203
$265K 0.07%
2,404
-51
204
$264K 0.06%
1,140
+33
205
$263K 0.06%
2,494
-563
206
$262K 0.06%
1,223
-35
207
$258K 0.06%
+5,857
208
$257K 0.06%
+1,563
209
$251K 0.06%
+5,828
210
$251K 0.06%
+403
211
$250K 0.06%
+4,811
212
$249K 0.06%
11,648
213
$246K 0.06%
1,262
214
$241K 0.06%
2,674
215
$241K 0.06%
+3,766
216
$238K 0.06%
2,725
-10,750
217
$234K 0.06%
+9,968
218
$234K 0.06%
74,152
219
$230K 0.06%
+8,215
220
$227K 0.06%
+3,779
221
$226K 0.06%
8,090
-454
222
$225K 0.06%
+5,843
223
$222K 0.05%
+5,590
224
$218K 0.05%
4,759
225
$217K 0.05%
+2,690
7 8
9
10 11