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
251
$1.2M 0.06%
20,113
-3,830
252
$1.2M 0.06%
35,099
+429
253
$1.2M 0.06%
+9,086
254
$1.18M 0.06%
+23,300
255
$1.17M 0.06%
+4,708
256
$1.17M 0.06%
+18,273
257
$1.17M 0.06%
25,558
+3,173
258
$1.16M 0.06%
+29,332
259
$1.16M 0.06%
+17,946
260
$1.15M 0.06%
+1,855
261
$1.14M 0.06%
+8,467
262
$1.13M 0.06%
+10,913
263
$1.13M 0.06%
6,288
+242
264
$1.12M 0.05%
20,952
+2,060
265
$1.11M 0.05%
+20,692
266
$1.11M 0.05%
+16,881
267
$1.11M 0.05%
+15,196
268
$1.1M 0.05%
+25,681
269
$1.1M 0.05%
+53,091
270
$1.1M 0.05%
+11,234
271
$1.07M 0.05%
+3,386
272
$1.07M 0.05%
+5,796
273
$1.07M 0.05%
1,019
+55
274
$1.07M 0.05%
+130,469
275
$1.04M 0.05%
25,943
-13,640
9 10
11
12 13