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
$408M
AUM Growth
+$109M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
283
New
Increased
Reduced
Closed

Top Buys

1
+$11.5M
2
+$6.83M
3
+$5.77M
4
NVDA icon
NVIDIA
NVDA
+$3.35M
5
META icon
Meta Platforms (Facebook)
META
+$2.91M

Top Sells

1
+$1.53M
2
+$1.42M
3
+$1.21M
4
BUD icon
AB InBev
BUD
+$1.18M
5
XAR icon
SPDR S&P Aerospace & Defense ETF
XAR
+$939K

Sector Composition

1 Technology 24%
2 Consumer Discretionary 9.77%
3 Communication Services 8.91%
4 Healthcare 7.31%
5 Financials 6.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$31.8M 7.79%
114,331
+41,492
2
$25.2M 6.18%
160,040
-7,700
3
$24.3M 5.97%
210,113
+49,865
4
$19.4M 4.75%
92,032
+9,384
5
$15.4M 3.78%
46,023
+3,931
6
$14.5M 3.55%
1,071,000
+247,840
7
$8.62M 2.11%
105,140
-1,201
8
$7.96M 1.95%
82,632
-3,085
9
$7.77M 1.91%
149,820
+9,430
10
$7.73M 1.9%
154,294
+136,378
11
$7.3M 1.79%
14,600
+3,010
12
$7.2M 1.76%
70,340
+4,060
13
$6.3M 1.55%
13,409
+7
14
$5.34M 1.31%
20,389
+11,132
15
$5.1M 1.25%
16,350
-2,827
16
$4.67M 1.14%
351,654
-37,302
17
$4.62M 1.13%
26,059
+8,193
18
$4.39M 1.08%
29,297
-1,517
19
$4.13M 1.01%
28,845
+7,500
20
$4.06M 0.99%
29,187
+16,935
21
$3.91M 0.96%
26,281
+7,973
22
$3.3M 0.81%
37,694
+11,699
23
$3.24M 0.79%
40,022
+2,787
24
$3.21M 0.79%
14,661
+1,936
25
$3.17M 0.78%
14,876
+4,817
1
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