MWM

Meridian Wealth Management Portfolio holdings

AUM $2.84B
1-Year Est. Return 28.25%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.25%
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
+$10.1M
2
+$8.83M
3
+$6.43M
4
SYBT icon
Stock Yards Bancorp
SYBT
+$4.97M
5
CSCO icon
Cisco
CSCO
+$4.89M

Top Sells

1
+$59M
2
+$42.7M
3
+$37.7M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$22.4M
5
XOM icon
Exxon Mobil
XOM
+$14.8M

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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332
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333
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334
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335
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336
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337
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15,271
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339
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340
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344
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347
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2,364
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348
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488
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$585K 0.04%
1,885
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350
$584K 0.04%
13,317
+547
12 13
14
15 16