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
$811M
AUM Growth
+$26.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
409
New
Increased
Reduced
Closed

Top Buys

1
+$8.24M
2
+$2.84M
3
+$2.73M
4
SNOW icon
Snowflake
SNOW
+$2.51M
5
CRWD icon
CrowdStrike
CRWD
+$2.44M

Top Sells

1
+$2M
2
+$1.35M
3
+$1.23M
4
GS icon
Goldman Sachs
GS
+$835K
5
SMG icon
ScottsMiracle-Gro
SMG
+$790K

Sector Composition

1 Technology 19.05%
2 Financials 8.05%
3 Consumer Discretionary 7.99%
4 Energy 7.91%
5 Communication Services 6.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$615K 0.08%
259
202
$611K 0.08%
3,117
+428
203
$611K 0.08%
2,722
+339
204
$608K 0.08%
7,514
+446
205
$604K 0.07%
7,799
-25,840
206
$596K 0.07%
13,094
+5,151
207
$567K 0.07%
5,602
+378
208
$565K 0.07%
6,003
+12
209
$550K 0.07%
2,662
+98
210
$548K 0.07%
2,321
+69
211
$535K 0.07%
9,991
-5
212
$532K 0.07%
+23,200
213
$529K 0.07%
5,372
+40
214
$528K 0.07%
7,259
+116
215
$524K 0.06%
2,711
-1,378
216
$523K 0.06%
8,195
+1,539
217
$522K 0.06%
3,595
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218
$521K 0.06%
5,053
-1,678
219
$520K 0.06%
2,170
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220
$516K 0.06%
2,597
221
$515K 0.06%
4,060
-3,660
222
$509K 0.06%
3,009
+7
223
$507K 0.06%
52,978
+74
224
$506K 0.06%
2,111
-2
225
$505K 0.06%
8,493
+22
7 8
9
10 11