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
$785M
AUM Growth
+$97.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
395
New
Increased
Reduced
Closed

Top Buys

1
+$8.16M
2
+$3.03M
3
+$1.72M
4
AMZN icon
Amazon
AMZN
+$1.67M
5
ITB icon
iShares US Home Construction ETF
ITB
+$1.3M

Top Sells

1
+$3.37M
2
+$3.26M
3
+$2.52M
4
BYND icon
Beyond Meat
BYND
+$1.25M
5
QCOM icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$598K 0.08%
12,998
202
$596K 0.08%
6,719
+1
203
$581K 0.07%
+2,383
204
$577K 0.07%
5,991
+525
205
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3,981
-1,194
206
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2,564
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207
$567K 0.07%
259
208
$562K 0.07%
52,904
-6,355
209
$557K 0.07%
9,000
-4,056
210
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2,252
211
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8,410
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212
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6,370
213
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192,000
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214
$536K 0.07%
9,996
-55
215
$535K 0.07%
5,332
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216
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5,006
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217
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218
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2,343
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219
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2,780
220
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221
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+5,224
222
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7,143
-55
223
$512K 0.07%
2,113
+205
224
$511K 0.07%
2,550
225
$506K 0.06%
2,689
+128
7 8
9
10 11