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
301
$568K 0.05%
7,644
+1,124
302
$565K 0.05%
8,482
+1,363
303
$562K 0.05%
10,848
-997
304
$561K 0.05%
5,079
+2,041
305
$560K 0.05%
3,050
-200
306
$556K 0.05%
2,474
-4
307
$555K 0.05%
+263,050
308
$549K 0.05%
15,076
+2,385
309
$539K 0.05%
8,380
-300
310
$537K 0.05%
2,203
-3,687
311
$535K 0.05%
5,726
-5
312
$535K 0.05%
2,865
+191
313
$534K 0.05%
1,203
+361
314
$534K 0.05%
3,796
315
$529K 0.04%
5,274
-322
316
$526K 0.04%
1,632
-8,789
317
$521K 0.04%
7,961
-110
318
$520K 0.04%
5,665
+2,413
319
$519K 0.04%
10,355
+5,305
320
$518K 0.04%
12,382
-9,809
321
$518K 0.04%
1,697
-1
322
$512K 0.04%
11,947
-931
323
$512K 0.04%
+390
324
$511K 0.04%
12,306
-672
325
$511K 0.04%
18,406
-216
11 12
13
14 15