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
$213M
AUM Growth
+$12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
210
New
Increased
Reduced
Closed

Top Buys

1 +$3.72M
2 +$2.88M
3 +$2.23M
4
NVDA icon
NVIDIA
NVDA
+$1.6M
5
IQ icon
iQIYI
IQ
+$1.59M

Top Sells

1 +$3.05M
2 +$2.79M
3 +$2.61M
4
META icon
Meta Platforms (Facebook)
META
+$2.22M
5
CME icon
CME Group
CME
+$1.12M

Sector Composition

1 Technology 15.51%
2 Financials 12.41%
3 Communication Services 9.87%
4 Healthcare 8.52%
5 Industrials 7.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$11.7M 5.53%
68,445
+3,028
2
$10.9M 5.11%
27,728
+5,702
3
$10.3M 4.86%
30,798
+448
4
$8.56M 4.03%
31,541
-1,991
5
$7.96M 3.75%
93,720
+13,680
6
$7.28M 3.42%
1,228,680
+269,320
7
$7.01M 3.3%
99,959
+847
8
$6.61M 3.11%
600,816
+2,400
9
$6.48M 3.05%
62,161
+1,264
10
$5.51M 2.59%
195,399
-5,222
11
$5.4M 2.54%
70,716
+5,775
12
$4.75M 2.24%
19,362
+487
13
$4.25M 2%
26,619
+5,970
14
$4.12M 1.94%
21,224
-11,434
15
$3.88M 1.83%
77,785
+125
16
$3.72M 1.75%
+255,090
17
$3.5M 1.65%
35,549
+3,552
18
$3.5M 1.65%
14,409
-2,542
19
$3.34M 1.57%
63,674
+13,689
20
$3.22M 1.51%
70,160
-8,876
21
$2.88M 1.36%
+44,840
22
$2.6M 1.22%
54,830
+86
23
$2.43M 1.15%
132,344
-1,512
24
$2.11M 0.99%
15,946
+4,206
25
$1.99M 0.93%
34,959
-540