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
$1.57B
AUM Growth
-$65.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
622
New
Increased
Reduced
Closed

Top Buys

1
+$10.9M
2
+$9.02M
3
+$7.22M
4
SYBT icon
Stock Yards Bancorp
SYBT
+$5.75M
5
AVGO icon
Broadcom
AVGO
+$5.22M

Top Sells

1
+$61.5M
2
+$45.1M
3
+$40.9M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$22.8M
5
AMD icon
Advanced Micro Devices
AMD
+$15M

Sector Composition

1 Technology 19.02%
2 Financials 7.04%
3 Healthcare 6.76%
4 Energy 6.06%
5 Consumer Discretionary 5.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.27M 0.08%
13,642
-12,128
227
$1.26M 0.08%
8,758
-7,636
228
$1.25M 0.08%
17,306
-5,513
229
$1.24M 0.08%
7,782
-7,956
230
$1.23M 0.08%
23,302
-25,456
231
$1.2M 0.08%
10,353
-10,191
232
$1.19M 0.08%
2,051
-2,031
233
$1.19M 0.08%
9,666
-7,898
234
$1.19M 0.08%
14,961
-14,873
235
$1.15M 0.07%
5,117
-5,095
236
$1.14M 0.07%
11,570
-2,436
237
$1.14M 0.07%
3,816
-3,672
238
$1.13M 0.07%
17,316
-165
239
$1.12M 0.07%
16,387
-16,095
240
$1.11M 0.07%
33,100
-41,054
241
$1.08M 0.07%
98,674
-62,124
242
$1.07M 0.07%
8,152
+765
243
$1.07M 0.07%
12,816
-25,082
244
$1.07M 0.07%
10,235
-10,129
245
$1.06M 0.07%
4,099
-43
246
$1.06M 0.07%
19,314
+1,159
247
$1.06M 0.07%
25,056
+982
248
$1.05M 0.07%
20,474
-155,102
249
$1.05M 0.07%
21,025
-28,565
250
$1.05M 0.07%
6,337
-3,541
8 9
10
11 12