MWM
Meridian Wealth Management Portfolio holdings
AUM
$2.34B
1-Year Return
23.51%
This Quarter Return
-2.92%
1 Year Return
+23.51%
3 Year Return
+96.6%
5 Year Return
+194.56%
10 Year Return
–
AUM
$929M
AUM Growth
-$293M
(-24%)
Cap. Flow
-$248M
Cap. Flow
% of AUM
-26.72%
Top 10 Holdings %
Top 10 Hldgs %
31.67%
Holding
580
New
24
Increased
113
Reduced
307
Closed
89
Top Buys
| 1 |
AerCap
AER
|
$9.79M |
| 2 |
Vanguard S&P 500 ETF
VOO
|
$2M |
| 3 |
Merck
MRK
|
$1.82M |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
$1.56M |
| 5 |
Biogen
BIIB
|
$1.53M |
Top Sells
| 1 |
Nutrien
NTR
|
$9.27M |
| 2 |
Microsoft
MSFT
|
$8.62M |
| 3 |
Sociedad Química y Minera de Chile
SQM
|
$7.96M |
| 4 |
Corteva
CTVA
|
$7.46M |
| 5 |
Blackstone
BX
|
$6.78M |
Sector Composition
| 1 | Technology | 16.22% |
| 2 | Energy | 11.99% |
| 3 | Consumer Discretionary | 6.5% |
| 4 | Financials | 6.36% |
| 5 | Healthcare | 6.34% |
