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
251
$1.05M 0.07%
20,702
+9,593
252
$1.05M 0.07%
22,865
-25,393
253
$1.05M 0.07%
8,915
-8,137
254
$1.04M 0.07%
1,951
-196
255
$1.03M 0.07%
8,504
+20
256
$1.03M 0.07%
40,220
+3,386
257
$1.03M 0.07%
58,429
+100
258
$1.03M 0.07%
26,227
-2,419
259
$1.02M 0.07%
17,570
260
$1.02M 0.07%
+21,000
261
$1.02M 0.07%
17,605
+3,363
262
$1.01M 0.06%
+9,797
263
$986K 0.06%
1,303
+175
264
$986K 0.06%
34,838
+14,779
265
$981K 0.06%
58,490
-2,926
266
$980K 0.06%
32,033
-1,769
267
$976K 0.06%
11,434
-16,484
268
$969K 0.06%
16,222
-15,906
269
$967K 0.06%
10,948
+5,716
270
$945K 0.06%
3,701
-417
271
$943K 0.06%
6,411
+466
272
$933K 0.06%
28,000
-28,000
273
$921K 0.06%
7,335
-7,325
274
$914K 0.06%
28,889
+233
275
$905K 0.06%
5,846
-5,262
9 10
11
12 13