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
$929M
AUM Growth
-$293M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
580
New
Increased
Reduced
Closed

Top Buys

1
+$9.79M
2
+$2M
3
+$1.82M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.56M
5
BIIB icon
Biogen
BIIB
+$1.53M

Top Sells

1
+$9.27M
2
+$8.62M
3
+$7.96M
4
CTVA icon
Corteva
CTVA
+$7.46M
5
BX icon
Blackstone
BX
+$6.78M

Sector Composition

1 Technology 16.22%
2 Energy 11.99%
3 Consumer Discretionary 6.5%
4 Financials 6.36%
5 Healthcare 6.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$723K 0.08%
18,077
-2,193
227
$709K 0.08%
9,038
-43
228
$708K 0.08%
2,084
-369
229
$699K 0.08%
29,215
-9,757
230
$698K 0.08%
9,707
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231
$692K 0.07%
10,178
-498
232
$691K 0.07%
7,864
-10,156
233
$683K 0.07%
17,714
-1,364
234
$680K 0.07%
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235
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14,283
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236
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3,845
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60,156
+7,038
238
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239
$662K 0.07%
7,150
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240
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13,119
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241
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242
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27,125
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243
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244
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245
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5,497
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246
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8,931
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247
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4,778
-15,147
248
$606K 0.07%
11,899
-3,383
249
$604K 0.07%
17,015
+3,640
250
$602K 0.06%
3,244
8 9
10
11 12