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
$837M
AUM Growth
+$236M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
489
New
Increased
Reduced
Closed

Top Buys

1
+$97.3M
2
+$79.7M
3
+$44.9M
4
JPM icon
JPMorgan Chase
JPM
+$39.2M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$25.7M

Top Sells

1
+$67.5M
2
+$66.3M
3
+$50.9M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$29.2M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$17.6M

Sector Composition

1 Technology 17.68%
2 Energy 11.26%
3 Financials 9.66%
4 Communication Services 7.87%
5 Healthcare 7.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$327K 0.04%
+3,346
227
$321K 0.04%
+18,152
228
$320K 0.04%
+664
229
$319K 0.04%
+22,674
230
$314K 0.04%
+2,537
231
$312K 0.04%
+14,307
232
$311K 0.04%
+7,208
233
$309K 0.04%
+7,900
234
$302K 0.04%
+7,970
235
$299K 0.04%
+3,104
236
$297K 0.04%
+12,787
237
$296K 0.04%
+1,957
238
$296K 0.04%
+5,930
239
$291K 0.03%
+5,188
240
$290K 0.03%
+3,684
241
$288K 0.03%
+7,353
242
$285K 0.03%
+7,464
243
$282K 0.03%
+5,797
244
$279K 0.03%
+5,680
245
$278K 0.03%
+24,876
246
$275K 0.03%
+586
247
$273K 0.03%
+6,870
248
$271K 0.03%
+11,821
249
$270K 0.03%
+1,385
250
$264K 0.03%
+5,389
8 9
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