MWM

Meridian Wealth Management Portfolio holdings

AUM $2.61B
1-Year Est. Return 29.73%
This Quarter Est. Return
1 Year Est. Return
+29.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$837M
AUM Growth
+$236M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
489
New
Increased
Reduced
Closed

Top Buys

1
+$97.3M
2
+$79.7M
3
+$44.9M
4
JPM icon
JPMorgan Chase
JPM
+$39.2M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$25.7M

Top Sells

1
+$67.5M
2
+$66.3M
3
+$50.9M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$29.2M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$17.6M

Sector Composition

1 Technology 17.68%
2 Energy 11.26%
3 Financials 9.66%
4 Communication Services 7.87%
5 Healthcare 7.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$203K 0.02%
+1,196
277
$187K 0.02%
+33,714
278
$165K 0.02%
+56,345
279
$115K 0.01%
+14,000
280
$114K 0.01%
+610,700
281
$112K 0.01%
+65,500
282
$73.1K 0.01%
+14,674
283
$69.8K 0.01%
+14,945
284
$68.9K 0.01%
+15,828
285
$62.8K 0.01%
+13,561
286
$62.3K 0.01%
+31,150
287
$57.4K 0.01%
+10,723
288
$42.7K 0.01%
+11,200
289
$11.5K ﹤0.01%
+519
290
$7.62K ﹤0.01%
+11,000
291
– –
-4,005
292
– –
-17,723
293
– –
-25,338
294
– –
-13,809
295
– –
-46,259
296
– –
-80,556
297
– –
-26,185
298
– –
-391
299
– –
-6,476
300
– –
-18,519
10 11
12
13 14