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
301
$899K 0.04%
8,423
+175
302
$894K 0.04%
12,313
+797
303
$888K 0.04%
+7,552
304
$881K 0.04%
398,450
+17,250
305
$876K 0.04%
+4,814
306
$864K 0.04%
9,002
-197
307
$863K 0.04%
+44,125
308
$859K 0.04%
+14,910
309
$859K 0.04%
1,801
+156
310
$857K 0.04%
+11,873
311
$856K 0.04%
+7,311
312
$849K 0.04%
6,729
+226
313
$845K 0.04%
22,715
+4,358
314
$841K 0.04%
+53,325
315
$832K 0.04%
999
+203
316
$818K 0.04%
34,474
+5,115
317
$813K 0.04%
28,910
-2,780
318
$812K 0.04%
+15,900
319
$808K 0.04%
+14,671
320
$799K 0.04%
13,466
321
$797K 0.04%
3,127
+222
322
$792K 0.04%
+34,256
323
$791K 0.04%
+2,915
324
$790K 0.04%
24,845
+4,253
325
$790K 0.04%
+15,117
11 12
13
14 15