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
$936M
AUM Growth
+$126M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
426
New
Increased
Reduced
Closed

Top Buys

1 +$16.4M
2 +$5.04M
3 +$4.03M
4
NET icon
Cloudflare
NET
+$2.89M
5
XOM icon
Exxon Mobil
XOM
+$2.81M

Top Sells

1 +$4.25M
2 +$3.38M
3 +$3.1M
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$1.85M
5
AMD icon
Advanced Micro Devices
AMD
+$1.72M

Sector Composition

1 Technology 22.44%
2 Consumer Discretionary 7.69%
3 Energy 7.45%
4 Financials 7.12%
5 Healthcare 5.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$56.8M 6.06%
927,859
+45,934
2
$52.7M 5.63%
132,458
+10,139
3
$49.4M 5.27%
277,991
+4,162
4
$35.8M 3.82%
106,401
+1,569
5
$34.2M 3.65%
205,100
+2,560
6
$32.2M 3.44%
1,096,130
-12,800
7
$28.4M 3.04%
59,899
+3,105
8
$18.9M 2.02%
340,055
-3,684
9
$17.4M 1.85%
109,657
+2,044
10
$16.4M 1.76%
+253,043
11
$14.9M 1.6%
103,820
-11,951
12
$13.5M 1.44%
37,083
-5,098
13
$12.3M 1.32%
55,485
+6,116
14
$11.4M 1.22%
159,150
+18,060
15
$11.1M 1.19%
80,580
+14,850
16
$10.9M 1.17%
36,513
+7,281
17
$10.1M 1.07%
28,566
-477
18
$9.94M 1.06%
68,640
+340
19
$9.57M 1.02%
19,061
-55
20
$8.68M 0.93%
60,000
+180
21
$7.91M 0.84%
188,345
+19,765
22
$7.85M 0.84%
85,710
+144
23
$7.67M 0.82%
104,754
24
$7.41M 0.79%
45,300
+2,614
25
$7.37M 0.79%
43,055
+824