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
$2.47M
AUM Growth
-$217M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
549
New
Increased
Reduced
Closed

Top Buys

1
+$37.2K
2
+$27.5K
3
+$12.1K
4
AAPL icon
Apple
AAPL
+$11.1K
5
BYND icon
Beyond Meat
BYND
+$7.09K

Top Sells

1
+$967K
2
+$423K
3
+$399K
4
SDS icon
ProShares UltraShort S&P500
SDS
+$397K
5
FENY icon
Fidelity MSCI Energy Index ETF
FENY
+$355K

Sector Composition

1 Financials 12.21%
2 Technology 11.4%
3 Communication Services 10.07%
4 Consumer Discretionary 9.15%
5 Industrials 7.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$140K 5.66%
147,620
-7,500
2
$131K 5.31%
35,729
+427
3
$129K 5.23%
69,216
+2,827
4
$114K 4.61%
38,856
+413
5
$91.4K 3.7%
25,104
-1,190
6
$89.7K 3.63%
181,300
+22,336
7
$84.3K 3.41%
75,423
+1,973
8
$66.4K 2.69%
564,546
-2,022
9
$62K 2.51%
70,051
+13,687
10
$54.2K 2.19%
40,428
-197
11
$50.2K 2.03%
173,830
+11,234
12
$48.5K 1.96%
167,344
-640
13
$44.7K 1.81%
18,308
+127
14
$43.4K 1.76%
31,112
+26,669
15
$36K 1.46%
23,744
+18,133
16
$32.9K 1.33%
77,785
17
$27.1K 1.1%
15,611
-51
18
$21.9K 0.89%
39,213
+11,457
19
$21.8K 0.88%
5,990
+1,016
20
$19.8K 0.8%
111,056
-6,588
21
$18.2K 0.74%
9,428
-40
22
$17.7K 0.72%
34,512
-376
23
$17K 0.69%
414,280
+27,120
24
$15.9K 0.64%
7,451
-281
25
$15.5K 0.63%
26,338
+535
1
2 3 4 5