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
$687M
AUM Growth
+$56.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
380
New
Increased
Reduced
Closed

Top Buys

1
+$4.54M
2
+$2.69M
3
+$2.42M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.47M
5
BGS icon
B&G Foods
BGS
+$1.35M

Top Sells

1
+$5.92M
2
+$2M
3
+$1.3M
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$1.29M
5
TTD icon
Trade Desk
TTD
+$1.19M

Sector Composition

1 Technology 16.27%
2 Energy 8.23%
3 Consumer Discretionary 8.16%
4 Communication Services 7.49%
5 Financials 6.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$555K 0.08%
5,749
-538
202
$550K 0.08%
364
+126
203
$531K 0.08%
10,051
+452
204
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7,129
+3,801
205
$514K 0.07%
5,374
-353
206
$509K 0.07%
2,550
207
$504K 0.07%
6,370
208
$504K 0.07%
12,896
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209
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3,015
-114
210
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2,651
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211
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5,466
212
$491K 0.07%
2,252
-114
213
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2,362
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214
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5,465
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215
$487K 0.07%
+13,384
216
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3,374
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217
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218
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2,180
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219
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5,521
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220
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3,951
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221
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2,561
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222
$460K 0.07%
7,148
+3,631
223
$459K 0.07%
3,246
224
$458K 0.07%
2,068
225
$455K 0.07%
59,259
-10,184
7 8
9
10 11