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
$1.63B
AUM Growth
+$446M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
567
New
Increased
Reduced
Closed

Top Buys

1
+$60.6M
2
+$46.5M
3
+$36.7M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$25.2M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$17.1M

Top Sells

1
+$28.5M
2
+$2.16M
3
+$2.12M
4
NVDA icon
NVIDIA
NVDA
+$1.4M
5
CIBR icon
First Trust NASDAQ Cybersecurity ETF
CIBR
+$1.3M

Sector Composition

1 Technology 22.25%
2 Consumer Discretionary 7.82%
3 Energy 7.45%
4 Financials 6.9%
5 Healthcare 6.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.06M 0.06%
3,704
+2,621
227
$1.05M 0.06%
2,406
+1,203
228
$1.04M 0.06%
11,834
+332
229
$1.04M 0.06%
33,802
-2,358
230
$1.02M 0.06%
7,387
+200
231
$1.02M 0.06%
16,200
+7,820
232
$1M 0.06%
13,466
+7,004
233
$1M 0.06%
28,646
+1,658
234
$993K 0.06%
2,576
+803
235
$989K 0.06%
14,454
+3,749
236
$972K 0.06%
18,155
+5,558
237
$972K 0.06%
+9,446
238
$971K 0.06%
5,732
+2,867
239
$967K 0.06%
17,836
240
$965K 0.06%
4,505
-125
241
$963K 0.06%
10,074
+4,995
242
$952K 0.06%
8,484
-35
243
$945K 0.06%
19,637
+13,713
244
$944K 0.06%
6,058
+153
245
$940K 0.06%
4,142
+198
246
$934K 0.06%
1,831
+240
247
$933K 0.06%
17,481
+1,063
248
$928K 0.06%
24,042
+10,002
249
$928K 0.06%
28,656
-44
250
$927K 0.06%
24,074
-88
8 9
10
11 12