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
$915M
AUM Growth
-$21.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
434
New
Increased
Reduced
Closed

Top Buys

1
+$3.08M
2
+$2.93M
3
+$2.41M
4
XOM icon
Exxon Mobil
XOM
+$2.4M
5
NU icon
Nu Holdings
NU
+$2.32M

Top Sells

1
+$9.97M
2
+$4.46M
3
+$1.92M
4
NVDA icon
NVIDIA
NVDA
+$1.82M
5
DOCU icon
DocuSign
DOCU
+$1.81M

Sector Composition

1 Technology 20.16%
2 Energy 10.59%
3 Consumer Discretionary 7.77%
4 Financials 7.65%
5 Healthcare 5.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$646K 0.07%
4,332
-200
202
$646K 0.07%
4,224
+607
203
$636K 0.07%
4,825
+1,557
204
$634K 0.07%
7,568
-267
205
$630K 0.07%
2,562
206
$630K 0.07%
4,983
+264
207
$627K 0.07%
4,895
+161
208
$617K 0.07%
+9,275
209
$616K 0.07%
2,483
-81
210
$614K 0.07%
5,966
-3,215
211
$609K 0.07%
7,605
-315
212
$606K 0.07%
4,618
+12
213
$599K 0.07%
10,194
-278
214
$596K 0.07%
5,982
+332
215
$591K 0.06%
+7,696
216
$589K 0.06%
6,003
217
$585K 0.06%
249
-10
218
$578K 0.06%
+22,171
219
$577K 0.06%
9,210
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220
$576K 0.06%
6,290
-2,265
221
$574K 0.06%
7,703
+4
222
$570K 0.06%
7,932
+408
223
$564K 0.06%
3,576
-2,334
224
$562K 0.06%
3,060
-71
225
$561K 0.06%
13,025
+2,723
7 8
9
10 11