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
$126M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1 +$6.43M
2 +$5.69M
3 +$5.54M
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$5.52M
5
MPC icon
Marathon Petroleum
MPC
+$4.75M

Top Sells

No sells this quarter

Sector Composition

1 Financials 14.66%
2 Consumer Staples 7.61%
3 Consumer Discretionary 7.39%
4 Energy 7.2%
5 Communication Services 5.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$6.43M 5.1%
+94,982
2
$5.69M 4.51%
+630,072
3
$5.54M 4.39%
+24,785
4
$5.52M 4.38%
+359,324
5
$4.75M 3.77%
+94,417
6
$4.73M 3.75%
+41,010
7
$4.5M 3.57%
+52,154
8
$4.17M 3.3%
+26,745
9
$3.96M 3.14%
+49,268
10
$3.87M 3.06%
+19,567
11
$3.79M 3.01%
+79,001
12
$2.98M 2.37%
+70,662
13
$2.72M 2.16%
+187,404
14
$2.64M 2.09%
+70,120
15
$2.44M 1.94%
+1,665
16
$2.18M 1.73%
+13,626
17
$1.79M 1.42%
+23,820
18
$1.71M 1.35%
+33,850
19
$1.65M 1.31%
+26,025
20
$1.5M 1.19%
+51,220
21
$1.32M 1.05%
+15,604
22
$1.18M 0.94%
+11,266
23
$1.09M 0.86%
+39,300
24
$1.06M 0.84%
+12,031
25
$1.03M 0.82%
+13,007