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
$1.57B
AUM Growth
-$65.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
622
New
Increased
Reduced
Closed

Top Buys

1
+$10.9M
2
+$9.02M
3
+$7.22M
4
SYBT icon
Stock Yards Bancorp
SYBT
+$5.75M
5
AVGO icon
Broadcom
AVGO
+$5.22M

Top Sells

1
+$61.5M
2
+$45.1M
3
+$40.9M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$22.8M
5
AMD icon
Advanced Micro Devices
AMD
+$15M

Sector Composition

1 Technology 19.02%
2 Financials 7.04%
3 Healthcare 6.76%
4 Energy 6.06%
5 Consumer Discretionary 5.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$672K 0.04%
5,380
-122
327
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7,870
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9,762
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333
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334
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335
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338
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15,271
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339
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340
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343
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344
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345
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346
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347
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348
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488
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349
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1,885
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350
$584K 0.04%
13,317
+547
12 13
14
15 16