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
$1.15B
AUM Growth
+$125M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
568
New
Increased
Reduced
Closed

Top Buys

1
+$5.19M
2
+$5.01M
3
+$3.52M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$3.17M
5
AAPL icon
Apple
AAPL
+$2.83M

Top Sells

1
+$3.01M
2
+$1.24M
3
+$1.21M
4
HTGC icon
Hercules Capital
HTGC
+$1.07M
5
HD icon
Home Depot
HD
+$974K

Sector Composition

1 Technology 18.49%
2 Energy 11.74%
3 Financials 6.33%
4 Consumer Discretionary 5.98%
5 Healthcare 5.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$876K 0.08%
9,625
+11
227
$865K 0.08%
69,348
+13,199
228
$841K 0.07%
+26,531
229
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10,400
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230
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4,507
-4
231
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8,923
-1,251
232
$836K 0.07%
3,285
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233
$831K 0.07%
25,447
-3,792
234
$826K 0.07%
14,363
-2,902
235
$826K 0.07%
29,038
-118
236
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18,790
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237
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2,834
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238
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15,896
239
$807K 0.07%
12,090
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240
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12,114
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241
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16,024
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242
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327
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243
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244
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5,328
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245
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9,480
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246
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15,435
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247
$772K 0.07%
20,674
248
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6,797
-69
249
$768K 0.07%
22,514
-1,223
250
$766K 0.07%
5,357
+40
8 9
10
11 12