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
$1.63B
AUM Growth
+$446M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
567
New
Increased
Reduced
Closed

Top Buys

1
+$60.6M
2
+$46.5M
3
+$36.7M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$25.2M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$17.1M

Top Sells

1
+$28.5M
2
+$2.16M
3
+$2.12M
4
NVDA icon
NVIDIA
NVDA
+$1.4M
5
CIBR icon
First Trust NASDAQ Cybersecurity ETF
CIBR
+$1.3M

Sector Composition

1 Technology 22.25%
2 Consumer Discretionary 7.82%
3 Energy 7.45%
4 Financials 6.9%
5 Healthcare 6.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$806K 0.05%
33,682
+20,543
277
$801K 0.05%
8,526
-612
278
$797K 0.05%
6,480
+3,245
279
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7,512
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280
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1,806
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281
$783K 0.05%
5,945
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282
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254
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283
$781K 0.05%
2,542
-248
284
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2,950
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285
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14,242
+6,118
286
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287
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903
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288
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19,898
+7,951
289
$739K 0.05%
13,470
+7,034
290
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6,398
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291
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15,617
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293
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21,200
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294
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14,720
-1,003
295
$710K 0.04%
11,772
296
$706K 0.04%
22,956
+10,862
297
$699K 0.04%
4,550
+2,275
298
$695K 0.04%
11,714
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299
$692K 0.04%
5,960
+3,034
300
$691K 0.04%
3,510
+1,699
10 11
12
13 14