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
$1.19B
AUM Growth
+$39.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
571
New
Increased
Reduced
Closed

Top Buys

1
+$3.55M
2
+$2.06M
3
+$1.84M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.81M
5
SLV icon
iShares Silver Trust
SLV
+$1.72M

Top Sells

1
+$7.22M
2
+$5.85M
3
+$3.83M
4
VVV icon
Valvoline
VVV
+$3.75M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$2.89M

Sector Composition

1 Technology 19.71%
2 Energy 10.76%
3 Financials 6.27%
4 Healthcare 6.05%
5 Consumer Discretionary 6.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$650K 0.05%
12,746
-1,316
277
$647K 0.05%
4,346
-156
278
$638K 0.05%
9,753
-19,904
279
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14,779
-4,011
280
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14,664
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281
$628K 0.05%
19,297
-361
282
$627K 0.05%
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-361
283
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12,585
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284
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6,207
-126
285
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20,547
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286
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4,050
287
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12,252
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288
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1,320
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289
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5,345
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290
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291
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293
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294
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295
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24,005
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296
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10,446
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297
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298
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11,889
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299
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2,347
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300
$569K 0.05%
5,363
-297
10 11
12
13 14