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
$212M
AUM Growth
+$210M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
556
New
Increased
Reduced
Closed

Top Buys

1
+$2.23M
2
+$1.66M
3
+$830K
4
WM icon
Waste Management
WM
+$809K
5
GLD icon
SPDR Gold Trust
GLD
+$752K

Top Sells

1
+$5.33M
2
+$2.74M
3
+$1.86M
4
NVDA icon
NVIDIA
NVDA
+$1.4M
5
KDP icon
Keurig Dr Pepper
KDP
+$1.04M

Sector Composition

1 Financials 13.48%
2 Technology 11.59%
3 Communication Services 9.76%
4 Consumer Discretionary 8.89%
5 Consumer Staples 7.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$13M 6.11%
68,724
-492
2
$12.6M 5.93%
145,220
-2,400
3
$11.4M 5.39%
38,573
-283
4
$10.5M 4.92%
186,804
+5,504
5
$8.75M 4.12%
74,326
-1,097
6
$7.71M 3.63%
28,791
-6,938
7
$6.64M 3.12%
560,718
-3,828
8
$6.6M 3.11%
69,371
-680
9
$6.29M 2.96%
48,225
+17,113
10
$5.83M 2.75%
41,952
+1,524
11
$4.83M 2.27%
165,413
-1,931
12
$4.22M 1.99%
11,087
-14,017
13
$3.76M 1.77%
17,317
-991
14
$3.71M 1.75%
135,704
-38,126
15
$3.31M 1.56%
77,785
16
$2.79M 1.31%
10,362
+6,150
17
$2.65M 1.25%
15,415
-196
18
$2.54M 1.19%
6,496
+506
19
$2.01M 0.95%
34,564
+52
20
$1.95M 0.92%
111,588
+532
21
$1.67M 0.78%
9,357
-71
22
$1.64M 0.77%
27,328
+990
23
$1.61M 0.76%
14,047
+7,040
24
$1.44M 0.68%
23,618
-15,595
25
$1.4M 0.66%
10,845
+1,029
1
2 3 4 5