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
$929M
AUM Growth
-$293M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
580
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$2.23M
3
+$1.89M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.66M
5
IHF icon
iShares US Healthcare Providers ETF
IHF
+$1.39M

Top Sells

1
+$9.77M
2
+$9.52M
3
+$7.96M
4
BX icon
Blackstone
BX
+$7.84M
5
CTVA icon
Corteva
CTVA
+$7.46M

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%
17,932
+2,452
353
$328K 0.04%
11,037
-4,474
354
$328K 0.04%
3,911
-47
355
$327K 0.04%
6,855
-6,122
356
$325K 0.04%
7,502
-2,744
357
$323K 0.03%
19,425
-6,500
358
$322K 0.03%
3,543
+835
359
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14,130
-10,406
360
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3,462
-241
361
$315K 0.03%
814
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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
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8,230
-1,720
367
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16,921
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368
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5,246
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369
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+12,376
370
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5,960
-2,510
371
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4,438
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372
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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