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
$936M
AUM Growth
+$126M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
426
New
Increased
Reduced
Closed

Top Buys

1
+$16.4M
2
+$5.04M
3
+$4.03M
4
NET icon
Cloudflare
NET
+$2.89M
5
XOM icon
Exxon Mobil
XOM
+$2.81M

Top Sells

1
+$4.25M
2
+$3.38M
3
+$3.1M
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$1.85M
5
AMD icon
Advanced Micro Devices
AMD
+$1.72M

Sector Composition

1 Technology 22.44%
2 Consumer Discretionary 7.69%
3 Energy 7.45%
4 Financials 7.12%
5 Healthcare 5.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$672K 0.07%
2,944
+233
202
$670K 0.07%
7,524
+265
203
$669K 0.07%
2,294
+2
204
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4,606
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205
$665K 0.07%
14,051
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206
$663K 0.07%
3,182
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207
$661K 0.07%
3,617
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208
$658K 0.07%
2,667
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209
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7,570
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210
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2,190
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211
$644K 0.07%
10,472
212
$638K 0.07%
16,326
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213
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214
$622K 0.07%
4,719
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215
$621K 0.07%
259
216
$615K 0.07%
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217
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218
$603K 0.06%
7,835
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219
$602K 0.06%
5,650
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220
$596K 0.06%
2,111
221
$590K 0.06%
3,131
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222
$583K 0.06%
2,486
+302
223
$583K 0.06%
5,516
+144
224
$578K 0.06%
8,515
-84
225
$570K 0.06%
3,485
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9
10 11