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
$929M
AUM Growth
-$293M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
580
New
Increased
Reduced
Closed

Top Buys

1
+$9.79M
2
+$2M
3
+$1.82M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.56M
5
BIIB icon
Biogen
BIIB
+$1.53M

Top Sells

1
+$9.27M
2
+$8.62M
3
+$7.96M
4
CTVA icon
Corteva
CTVA
+$7.46M
5
BX icon
Blackstone
BX
+$6.78M

Sector Composition

1 Technology 16.22%
2 Energy 11.99%
3 Consumer Discretionary 6.5%
4 Financials 6.36%
5 Healthcare 6.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$369K 0.04%
16,907
-18,804
327
$367K 0.04%
5,470
-308
328
$363K 0.04%
12,254
-9,445
329
$362K 0.04%
18,019
-257,173
330
$360K 0.04%
4,297
-80,970
331
$360K 0.04%
4,851
-1,873
332
$352K 0.04%
7,288
-7,800
333
$351K 0.04%
3,146
-45
334
$351K 0.04%
8,702
-2,457
335
$350K 0.04%
9,095
-2,822
336
$348K 0.04%
1,555
+26
337
$347K 0.04%
4,941
+193
338
$346K 0.04%
1,847
+7
339
$346K 0.04%
16,989
-77,178
340
$343K 0.04%
1,515
-728
341
$339K 0.04%
18,744
342
$337K 0.04%
742
343
$336K 0.04%
16,111
-88,282
344
$335K 0.04%
1,268
-972
345
$335K 0.04%
9,850
+2,503
346
$335K 0.04%
4,098
+109
347
$333K 0.04%
1,509
+77
348
$332K 0.04%
11,803
-9,659
349
$332K 0.04%
1,640
-595
350
$331K 0.04%
12,435
-238
12 13
14
15 16