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
$1.15B
AUM Growth
+$125M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
568
New
Increased
Reduced
Closed

Top Buys

1
+$5.19M
2
+$5.01M
3
+$3.52M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$3.17M
5
AAPL icon
Apple
AAPL
+$2.83M

Top Sells

1
+$3.01M
2
+$1.24M
3
+$1.21M
4
HTGC icon
Hercules Capital
HTGC
+$1.07M
5
HD icon
Home Depot
HD
+$974K

Sector Composition

1 Technology 18.49%
2 Energy 11.74%
3 Financials 6.33%
4 Consumer Discretionary 5.98%
5 Healthcare 5.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$657K 0.06%
2,700
+4
277
$654K 0.06%
12,936
+6,770
278
$650K 0.06%
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279
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280
$647K 0.06%
6,093
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281
$634K 0.06%
8,783
282
$633K 0.06%
16,944
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283
$633K 0.06%
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284
$631K 0.06%
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285
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4,502
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286
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287
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288
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4,546
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289
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9,216
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290
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291
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5,627
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293
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294
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10,422
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295
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5,660
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296
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6,228
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$564K 0.05%
2,702
-174
298
$547K 0.05%
3,250
299
$546K 0.05%
8,071
-3,247
300
$545K 0.05%
7,222
+50
10 11
12
13 14