MWM

Meridian Wealth Management Portfolio holdings

AUM $2.84B
1-Year Est. Return 28.25%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$226M
AUM Growth
+$17.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
258
New
Increased
Reduced
Closed

Top Buys

1
+$14.3M
2
+$4.71M
3
+$3.88M
4
AMZN icon
Amazon
AMZN
+$3.57M
5
AAPL icon
Apple
AAPL
+$2.85M

Top Sells

1
+$4.53M
2
+$3.83M
3
+$2.83M
4
MPC icon
Marathon Petroleum
MPC
+$1.41M
5
BAC icon
Bank of America
BAC
+$1.33M

Sector Composition

1 Technology 18.05%
2 Consumer Discretionary 11.41%
3 Financials 9.3%
4 Healthcare 9.21%
5 Communication Services 6.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$17.8M 7.91%
183,100
+36,840
2
$13.3M 5.9%
51,641
+12,706
3
$12.9M 5.7%
+67,557
4
$11.4M 5.05%
72,258
+28,643
5
$8.73M 3.87%
137,328
+38,708
6
$7.43M 3.29%
82,577
+4,710
7
$4.87M 2.16%
107,188
+48,694
8
$4.86M 2.15%
19,474
+2,173
9
$4.57M 2.02%
453,462
-105,918
10
$3.53M 1.57%
130,000
+19,300
11
$3.42M 1.51%
518,400
+425,080
12
$3.34M 1.48%
15,257
+4,336
13
$3.15M 1.4%
9,308
+3,659
14
$2.81M 1.25%
29,149
-30,271
15
$2.7M 1.2%
71,910
+13,110
16
$2.59M 1.15%
122,133
-44,386
17
$2.54M 1.13%
19,398
+8,791
18
$2.52M 1.12%
27,232
-6,993
19
$2.47M 1.1%
77,785
20
$2.4M 1.06%
39,896
+13,260
21
$2.28M 1.01%
14,158
-1,643
22
$2.14M 0.95%
+14,633
23
$2.05M 0.91%
+106,040
24
$1.94M 0.86%
25,409
+21,406
25
$1.87M 0.83%
17,025
+7,916
1
2 3 4 5