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
$2.11B
AUM Growth
+$79.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
673
New
Increased
Reduced
Closed

Top Buys

1 +$6.17M
2 +$6.13M
3 +$4.7M
4
DKNG icon
DraftKings
DKNG
+$4.58M
5
RDDT icon
Reddit
RDDT
+$3.51M

Sector Composition

1 Technology 19.69%
2 Financials 7.69%
3 Consumer Discretionary 6.28%
4 Energy 5.05%
5 Healthcare 4.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$108M 5.13%
807,631
+12,179
2
$89.7M 4.24%
358,302
-3,795
3
$81.2M 3.84%
158,743
+792
4
$77.4M 3.66%
719,186
+10,895
5
$73.2M 3.46%
173,763
+2,711
6
$70.4M 3.33%
320,866
+6,161
7
$54.8M 2.59%
93,478
+10,459
8
$46.5M 2.2%
193,906
-3,654
9
$32.9M 1.56%
72,521
+463
10
$30.4M 1.44%
51,612
+4,391
11
$27.6M 1.3%
145,591
+2,272
12
$27M 1.28%
967,141
+21,237
13
$25.8M 1.22%
358,846
+44,554
14
$23M 1.09%
56,043
+458
15
$19.1M 0.9%
112,571
+4,335
16
$18.1M 0.86%
30,966
+4,071
17
$17.8M 0.84%
93,466
+916
18
$17.2M 0.81%
18,767
-122
19
$16.8M 0.8%
72,613
+7,278
20
$16.7M 0.79%
68,986
-19
21
$15.7M 0.74%
29,212
-332
22
$15.1M 0.71%
29,810
-1,352
23
$14.3M 0.68%
27,428
-60
24
$13.7M 0.65%
151,229
+6,780
25
$13.6M 0.65%
33,765
+4,165