MWM
Meridian Wealth Management Portfolio holdings
AUM
$2.34B
1-Year Return
23.51%
This Quarter Return
+10.03%
1 Year Return
+23.51%
3 Year Return
+96.6%
5 Year Return
+194.56%
10 Year Return
–
AUM
$785M
AUM Growth
+$97.6M
(+14%)
Cap. Flow
+$32.7M
Cap. Flow
% of AUM
4.17%
Top 10 Holdings %
Top 10 Hldgs %
37.16%
Holding
395
New
33
Increased
202
Reduced
99
Closed
17
Top Buys
| 1 |
iShares Short Maturity Bond ETF
NEAR
|
$8.16M |
| 2 |
Goldman Sachs BDC
GSBD
|
$3.03M |
| 3 |
Vanguard S&P 500 ETF
VOO
|
$1.72M |
| 4 |
Amazon
AMZN
|
$1.67M |
| 5 |
iShares US Home Construction ETF
ITB
|
$1.3M |
Top Sells
| 1 |
Trade Desk
TTD
|
$3.37M |
| 2 |
Invesco Solar ETF
TAN
|
$3.26M |
| 3 |
SPDR Gold Trust
GLD
|
$2.52M |
| 4 |
Beyond Meat
BYND
|
$1.25M |
| 5 |
Qualcomm
QCOM
|
$1.21M |
Sector Composition
| 1 | Technology | 17.22% |
| 2 | Consumer Discretionary | 8.21% |
| 3 | Energy | 8.15% |
| 4 | Financials | 7.4% |
| 5 | Communication Services | 6.79% |
