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
$220M
AUM Growth
+$50M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
217
New
Increased
Reduced
Closed

Top Buys

1 +$4.73M
2 +$4.55M
3 +$4.47M
4
AAPL icon
Apple
AAPL
+$3.22M
5
AMZN icon
Amazon
AMZN
+$1.72M

Top Sells

1 +$2.2M
2 +$1.99M
3 +$537K
4
COP icon
ConocoPhillips
COP
+$528K
5
INTC icon
Intel
INTC
+$500K

Sector Composition

1 Financials 14.24%
2 Technology 9.58%
3 Communication Services 9.12%
4 Healthcare 8.68%
5 Consumer Discretionary 8.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$13.8M 6.28%
155,120
+19,320
2
$12.6M 5.73%
35,302
+228
3
$11.9M 5.43%
66,389
+1,515
4
$10.9M 4.94%
38,443
+702
5
$10M 4.56%
26,294
+4,285
6
$7.55M 3.44%
158,964
+67,732
7
$7.43M 3.38%
73,450
+1,716
8
$6.43M 2.92%
566,568
-15,276
9
$5.77M 2.62%
30,321
+33
10
$4.79M 2.18%
40,625
+154
11
$4.73M 2.15%
24,655
+23,300
12
$4.73M 2.15%
+56,364
13
$4.63M 2.11%
167,984
+5,003
14
$4.55M 2.07%
+162,596
15
$4.5M 2.05%
18,181
+44
16
$3.19M 1.45%
77,785
17
$3.16M 1.44%
18,296
+3,150
18
$2.45M 1.11%
15,662
-2,919
19
$2.06M 0.94%
117,644
-2,176
20
$1.76M 0.8%
41,679
+217
21
$1.74M 0.79%
387,160
+46,960
22
$1.69M 0.77%
34,888
+2,868
23
$1.66M 0.76%
27,756
-5,183
24
$1.58M 0.72%
9,468
-624
25
$1.58M 0.72%
27,479
-687