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
$785M
AUM Growth
+$97.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
395
New
Increased
Reduced
Closed

Top Buys

1 +$8.16M
2 +$3.03M
3 +$1.72M
4
AMZN icon
Amazon
AMZN
+$1.67M
5
ITB icon
iShares US Home Construction ETF
ITB
+$1.3M

Top Sells

1 +$3.37M
2 +$3.26M
3 +$2.52M
4
BYND icon
Beyond Meat
BYND
+$1.25M
5
QCOM icon
Qualcomm
QCOM
+$1.21M

Sector Composition

1 Technology 17.22%
2 Consumer Discretionary 8.21%
3 Energy 8.15%
4 Financials 7.4%
5 Communication Services 6.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$53.6M 6.84%
850,191
+9,556
2
$42M 5.35%
118,409
-2,491
3
$36.9M 4.7%
269,339
+8,331
4
$34.8M 4.44%
202,480
+9,700
5
$27.8M 3.55%
102,748
+3,430
6
$23.6M 3.01%
55,192
+437
7
$22M 2.81%
1,102,120
+33,320
8
$19M 2.42%
352,846
-8,181
9
$16.6M 2.12%
107,029
+4,615
10
$15.1M 1.93%
43,787
+3,111
11
$10.2M 1.3%
108,337
-4,793
12
$9.72M 1.24%
66,530
+360
13
$9.66M 1.23%
42,118
+2,836
14
$8.82M 1.12%
175,767
+162,751
15
$8.47M 1.08%
69,420
-3,200
16
$7.52M 0.96%
14,231
-271
17
$7.43M 0.95%
59,300
+6,740
18
$7.05M 0.9%
104,754
+540
19
$7.03M 0.9%
17,544
+361
20
$6.83M 0.87%
19,653
-454
21
$6.8M 0.87%
41,281
+5,109
22
$6.71M 0.86%
29,610
-1,737
23
$6.55M 0.84%
165,698
+17,787
24
$6.02M 0.77%
77,840
-43,540
25
$5.83M 0.74%
19,997
-610