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
$1.63B
AUM Growth
+$446M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
567
New
Increased
Reduced
Closed

Top Buys

1
+$60.6M
2
+$46.5M
3
+$36.7M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$25.2M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$17.1M

Top Sells

1
+$28.5M
2
+$2.16M
3
+$2.12M
4
NVDA icon
NVIDIA
NVDA
+$1.4M
5
CIBR icon
First Trust NASDAQ Cybersecurity ETF
CIBR
+$1.3M

Sector Composition

1 Technology 22.25%
2 Consumer Discretionary 7.82%
3 Energy 7.45%
4 Financials 6.9%
5 Healthcare 6.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$604K 0.04%
+22,064
327
$604K 0.04%
4,650
+1,497
328
$598K 0.04%
14,207
-729
329
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330
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4,050
331
$591K 0.04%
311,200
+48,150
332
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852
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333
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11,644
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334
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17,546
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335
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9,330
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336
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9,103
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337
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5,377
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338
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20,102
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339
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15,483
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340
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341
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344
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345
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2,422
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346
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1,275
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347
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2,351
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348
$544K 0.03%
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349
$539K 0.03%
10,790
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350
$531K 0.03%
19,432
+10,006
12 13
14
15 16