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
$811M
AUM Growth
+$26.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
409
New
Increased
Reduced
Closed

Top Buys

1 +$8.24M
2 +$2.84M
3 +$2.73M
4
SNOW icon
Snowflake
SNOW
+$2.51M
5
CRWD icon
CrowdStrike
CRWD
+$2.44M

Top Sells

1 +$2M
2 +$1.35M
3 +$1.23M
4
GS icon
Goldman Sachs
GS
+$835K
5
SMG icon
ScottsMiracle-Gro
SMG
+$790K

Sector Composition

1 Technology 19.05%
2 Financials 8.05%
3 Consumer Discretionary 7.99%
4 Energy 7.91%
5 Communication Services 6.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$51.9M 6.4%
881,925
+31,734
2
$43.8M 5.4%
122,319
+3,910
3
$38.7M 4.78%
273,829
+4,490
4
$33.3M 4.1%
202,540
+60
5
$29.6M 3.65%
104,832
+2,084
6
$24.4M 3.01%
56,794
+1,602
7
$23M 2.83%
1,108,930
+6,810
8
$17.9M 2.21%
343,739
-9,107
9
$17.6M 2.17%
107,613
+584
10
$14.3M 1.76%
42,181
-1,606
11
$11.9M 1.47%
115,771
+7,434
12
$10.8M 1.33%
49,369
+7,251
13
$9.13M 1.13%
68,300
-1,120
14
$8.91M 1.1%
65,730
-800
15
$8.54M 1.05%
170,287
-5,480
16
$8.49M 1.05%
13,914
-317
17
$8.24M 1.02%
+141,090
18
$7.98M 0.98%
29,232
+10,018
19
$7.97M 0.98%
59,820
+520
20
$7.51M 0.93%
29,043
-567
21
$7.47M 0.92%
19,116
+1,572
22
$7.05M 0.87%
104,754
23
$6.82M 0.84%
42,231
+950
24
$6.74M 0.83%
19,862
+209
25
$6.58M 0.81%
168,580
+2,882