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
$915M
AUM Growth
-$21.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
434
New
Increased
Reduced
Closed

Top Buys

1 +$3.08M
2 +$2.93M
3 +$2.41M
4
XOM icon
Exxon Mobil
XOM
+$2.4M
5
NU icon
Nu Holdings
NU
+$2.32M

Top Sells

1 +$9.97M
2 +$4.46M
3 +$1.92M
4
NVDA icon
NVIDIA
NVDA
+$1.82M
5
DOCU icon
DocuSign
DOCU
+$1.81M

Sector Composition

1 Technology 20.16%
2 Energy 10.59%
3 Consumer Discretionary 7.77%
4 Financials 7.65%
5 Healthcare 5.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$79M 8.64%
956,876
+29,017
2
$48.3M 5.28%
276,800
-1,191
3
$43.6M 4.76%
120,157
-12,301
4
$34.6M 3.78%
212,180
+7,080
5
$33M 3.61%
107,159
+758
6
$28.3M 3.09%
62,584
+2,685
7
$28.1M 3.07%
1,029,370
-66,760
8
$16.3M 1.78%
261,241
+8,198
9
$16M 1.75%
209,669
-130,386
10
$14.2M 1.56%
104,412
-5,245
11
$14.1M 1.54%
40,003
+3,490
12
$12.7M 1.39%
36,580
-503
13
$11.7M 1.28%
106,704
+2,884
14
$11.4M 1.25%
31,842
+3,276
15
$10.7M 1.17%
51,948
-3,537
16
$10.6M 1.16%
155,355
-3,795
17
$10.2M 1.11%
73,220
+4,580
18
$10.1M 1.1%
19,790
+729
19
$8.76M 0.96%
62,740
+2,740
20
$8.13M 0.89%
19,596
+7,065
21
$7.97M 0.87%
190,969
+2,624
22
$7.16M 0.78%
44,148
-2,723
23
$7.13M 0.78%
40,221
-2,834
24
$6.99M 0.76%
45,714
+414
25
$6.72M 0.73%
103,680
-1,074