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
251
$922K 0.06%
61,416
-141,027
252
$911K 0.06%
46,242
+24,555
253
$910K 0.06%
12,102
+6,506
254
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15,488
+4,848
255
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+33,482
256
$897K 0.06%
14,142
+8,894
257
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9,848
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258
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20,555
259
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260
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10,039
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261
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17,928
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262
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17,728
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263
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6,784
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264
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265
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267
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11,472
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268
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2,094
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269
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10,388
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270
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89,849
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271
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10,410
+6,142
272
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3,682
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273
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22,100
+16,450
274
$808K 0.05%
8,816
+3,542
275
$807K 0.05%
10,260
-79
9 10
11
12 13