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
$1.57B
AUM Growth
-$65.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
622
New
Increased
Reduced
Closed

Top Buys

1
+$10.9M
2
+$9.02M
3
+$7.22M
4
SYBT icon
Stock Yards Bancorp
SYBT
+$5.75M
5
AVGO icon
Broadcom
AVGO
+$5.22M

Top Sells

1
+$61.5M
2
+$45.1M
3
+$40.9M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$22.8M
5
AMD icon
Advanced Micro Devices
AMD
+$15M

Sector Composition

1 Technology 19.02%
2 Financials 7.04%
3 Healthcare 6.76%
4 Energy 6.06%
5 Consumer Discretionary 5.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$902K 0.06%
8,309
-1,765
277
$888K 0.06%
11,686
-28
278
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11,618
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279
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96,879
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280
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281
$872K 0.06%
8,307
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282
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9,140
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283
$866K 0.06%
10,863
-5,505
284
$856K 0.05%
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285
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8,796
-7,568
286
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9,957
-303
287
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25,017
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288
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329
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289
$848K 0.05%
+36,285
290
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31,788
291
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20,555
292
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293
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22,054
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294
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295
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296
$785K 0.05%
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297
$782K 0.05%
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-367
298
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1,240
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299
$774K 0.05%
322,450
+11,250
300
$773K 0.05%
+16,783
10 11
12
13 14