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
326
$784K 0.04%
5,733
+7
327
$779K 0.04%
5,482
+53
328
$778K 0.04%
+9,530
329
$778K 0.04%
4,325
+298
330
$772K 0.04%
2,737
+243
331
$769K 0.04%
11,256
-600
332
$768K 0.04%
32,420
+1,938
333
$767K 0.04%
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334
$759K 0.04%
1,535
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335
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336
$748K 0.04%
30,545
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337
$741K 0.04%
9,499
+1,652
338
$741K 0.04%
+33,404
339
$736K 0.04%
+12,006
340
$732K 0.04%
+17,426
341
$730K 0.04%
+7,040
342
$728K 0.04%
52,743
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343
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+2,838
344
$723K 0.04%
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345
$722K 0.04%
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346
$721K 0.04%
+7,908
347
$712K 0.04%
+5,329
348
$707K 0.03%
+20,009
349
$704K 0.03%
+6,468
350
$698K 0.03%
13,706
-124
12 13
14
15 16