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
$687M
AUM Growth
+$56.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
380
New
Increased
Reduced
Closed

Top Buys

1
+$4.54M
2
+$2.69M
3
+$2.42M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.47M
5
BGS icon
B&G Foods
BGS
+$1.35M

Top Sells

1
+$5.92M
2
+$2M
3
+$1.3M
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$1.29M
5
TTD icon
Trade Desk
TTD
+$1.19M

Sector Composition

1 Technology 16.27%
2 Energy 8.23%
3 Consumer Discretionary 8.16%
4 Communication Services 7.49%
5 Financials 6.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$46.9M 6.83%
840,635
+2,503
2
$38.6M 5.62%
120,900
-6,264
3
$31.9M 4.64%
261,008
+3,368
4
$29.8M 4.34%
192,780
-2,460
5
$23.4M 3.41%
99,318
+1,877
6
$21.7M 3.16%
54,755
+1,214
7
$17.7M 2.58%
361,027
-26,375
8
$15.6M 2.27%
102,414
+4,146
9
$14.3M 2.08%
1,068,800
+13,080
10
$13.4M 1.95%
40,676
+13,740
11
$8.88M 1.29%
113,130
+10,757
12
$8.68M 1.26%
39,282
+4,070
13
$7.91M 1.15%
121,380
-18,250
14
$7.57M 1.1%
14,502
+64
15
$7.49M 1.09%
72,620
+1,600
16
$7.32M 1.07%
66,170
-240
17
$6.98M 1.02%
31,347
-4,212
18
$6.39M 0.93%
17,183
-1,486
19
$6.27M 0.91%
104,214
+1,716
20
$5.95M 0.87%
36,172
+1,973
21
$5.92M 0.86%
20,107
-1,132
22
$5.61M 0.82%
147,911
+63,726
23
$5.44M 0.79%
52,560
+60
24
$5M 0.73%
20,607
+1,930
25
$4.87M 0.71%
35,934
-4,050
1
2 3 4 5