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
$2.03B
AUM Growth
+$1.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
633
New
Increased
Reduced
Closed

Top Buys

1
+$84.4M
2
+$77.1M
3
+$73.6M
4
AMZN icon
Amazon
AMZN
+$58.6M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$33.2M

Top Sells

1
+$4.27M
2
+$1.26M
3
+$757K
4
TFLO icon
iShares Treasury Floating Rate Bond ETF
TFLO
+$633K
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$592K

Sector Composition

1 Technology 19.06%
2 Financials 7.17%
3 Healthcare 6.34%
4 Consumer Discretionary 5.63%
5 Energy 5.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.37M 0.07%
8,341
+1,073
227
$1.37M 0.07%
+8,186
228
$1.36M 0.07%
36,292
+1,546
229
$1.34M 0.07%
+22,986
230
$1.32M 0.07%
+4,211
231
$1.32M 0.07%
+11,500
232
$1.32M 0.06%
+16,010
233
$1.32M 0.06%
+9,653
234
$1.3M 0.06%
+4,866
235
$1.3M 0.06%
59,034
+703
236
$1.28M 0.06%
3,400
+26
237
$1.28M 0.06%
+13,884
238
$1.28M 0.06%
+4,846
239
$1.27M 0.06%
15,320
+15
240
$1.27M 0.06%
+9,607
241
$1.26M 0.06%
+21,996
242
$1.26M 0.06%
+3,633
243
$1.25M 0.06%
12,458
-359
244
$1.24M 0.06%
21,629
+1,526
245
$1.23M 0.06%
+5,974
246
$1.23M 0.06%
+12,637
247
$1.23M 0.06%
+4,063
248
$1.22M 0.06%
12,131
+2,109
249
$1.21M 0.06%
+12,644
250
$1.21M 0.06%
+28,316
8 9
10
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