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
$2.03B
AUM Growth
+$1.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
633
New
Increased
Reduced
Closed

Top Buys

1
+$84.4M
2
+$77.1M
3
+$73.6M
4
AMZN icon
Amazon
AMZN
+$58.6M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$33.2M

Top Sells

1
+$4.27M
2
+$1.26M
3
+$757K
4
TFLO icon
iShares Treasury Floating Rate Bond ETF
TFLO
+$633K
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$592K

Sector Composition

1 Technology 19.06%
2 Financials 7.17%
3 Healthcare 6.34%
4 Consumer Discretionary 5.63%
5 Energy 5.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$1.04M 0.05%
9,309
-92
277
$1.03M 0.05%
20,907
-3,490
278
$1.02M 0.05%
17,196
-1,033
279
$1.02M 0.05%
+32,551
280
$1.01M 0.05%
19,882
+3,975
281
$1.01M 0.05%
+13,893
282
$1M 0.05%
+12,894
283
$1M 0.05%
+18,038
284
$991K 0.05%
9,090
+1,415
285
$991K 0.05%
+11,205
286
$974K 0.05%
11,708
+253
287
$969K 0.05%
8,771
+836
288
$955K 0.05%
+5,034
289
$954K 0.05%
+3,517
290
$951K 0.05%
14,585
+1,538
291
$942K 0.05%
+14,975
292
$938K 0.05%
+88,842
293
$934K 0.05%
+8,677
294
$933K 0.05%
11,618
+1,455
295
$930K 0.05%
21,733
+280
296
$925K 0.05%
+6,621
297
$922K 0.05%
+7,274
298
$907K 0.04%
8,405
-14
299
$905K 0.04%
+5,038
300
$903K 0.04%
29,257
-1,093
10 11
12
13 14