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
351
$331K 0.04%
+4,450
352
$329K 0.04%
8,966
+1,226
353
$328K 0.04%
11,037
-4,474
354
$328K 0.04%
3,911
-47
355
$327K 0.04%
6,758
-6,036
356
$325K 0.04%
7,502
-2,744
357
$323K 0.03%
19,425
-6,500
358
$322K 0.03%
3,543
+835
359
$317K 0.03%
14,130
-10,406
360
$316K 0.03%
3,462
-241
361
$315K 0.03%
814
-163
362
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2,845
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363
$312K 0.03%
4,695
-70
364
$311K 0.03%
1,120
+122
365
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13,586
+2,950
366
$301K 0.03%
8,230
-1,720
367
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16,921
-20,699
368
$299K 0.03%
5,246
-2,989
369
$299K 0.03%
+12,376
370
$297K 0.03%
5,960
-2,510
371
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4,438
-769
372
$295K 0.03%
4,376
-1,772
373
$293K 0.03%
2,349
+164
374
$291K 0.03%
700
-13,405
375
$285K 0.03%
7,508
+275
13 14
15
16 17