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
$299M
AUM Growth
+$73M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
251
New
Increased
Reduced
Closed

Top Buys

1
+$5.31M
2
+$3.46M
3
+$2.89M
4
MSFT icon
Microsoft
MSFT
+$2.11M
5
AAPL icon
Apple
AAPL
+$2.09M

Top Sells

1
+$3.53M
2
+$2.94M
3
+$2.12M
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$1.8M
5
WM icon
Waste Management
WM
+$1.68M

Sector Composition

1 Technology 23.08%
2 Consumer Discretionary 10.78%
3 Healthcare 9.21%
4 Communication Services 8.6%
5 Financials 7.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$23.1M 7.74%
167,740
-15,360
2
$18M 6.04%
72,839
+5,282
3
$16.8M 5.63%
82,648
+10,390
4
$14.6M 4.89%
160,248
+22,920
5
$13M 4.34%
42,092
-9,549
6
$8.06M 2.7%
85,717
+3,140
7
$7.82M 2.62%
823,160
+304,760
8
$6.29M 2.11%
66,280
+55,900
9
$5.71M 1.91%
140,390
+34,350
10
$5.66M 1.89%
19,177
-297
11
$5.59M 1.87%
106,341
-847
12
$5.27M 1.76%
11,590
+4,399
13
$4.76M 1.59%
388,956
-64,506
14
$4.41M 1.48%
30,814
+24,142
15
$4.14M 1.39%
37,161
+8,012
16
$3.4M 1.14%
13,402
-1,231
17
$2.99M 1%
17,866
+9,255
18
$2.84M 0.95%
14,691
+533
19
$2.83M 0.95%
37,235
+10,133
20
$2.57M 0.86%
18,308
-1,090
21
$2.55M 0.85%
25,995
+586
22
$2.55M 0.85%
77,785
23
$2.43M 0.81%
12,725
+3,098
24
$2.41M 0.81%
20,879
+6,980
25
$2.2M 0.74%
24,657
+9,931
1
2 3 4 5