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
$1.15B
AUM Growth
+$125M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
568
New
Increased
Reduced
Closed

Top Buys

1
+$5.19M
2
+$5.01M
3
+$3.52M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$3.17M
5
AAPL icon
Apple
AAPL
+$2.83M

Top Sells

1
+$3.01M
2
+$1.24M
3
+$1.21M
4
HTGC icon
Hercules Capital
HTGC
+$1.07M
5
HD icon
Home Depot
HD
+$974K

Sector Composition

1 Technology 18.49%
2 Energy 11.74%
3 Financials 6.33%
4 Consumer Discretionary 5.98%
5 Healthcare 5.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$423K 0.04%
1,892
+115
352
$420K 0.04%
8,647
-1,031
353
$419K 0.04%
+22,018
354
$415K 0.04%
17,492
-8,428
355
$405K 0.04%
12,326
356
$403K 0.04%
+15,334
357
$402K 0.04%
8,702
-323
358
$400K 0.03%
1,099
-27
359
$400K 0.03%
5,248
-14
360
$400K 0.03%
6,150
+11
361
$390K 0.03%
6,073
+100
362
$390K 0.03%
3,244
363
$389K 0.03%
11,689
364
$387K 0.03%
842
+100
365
$387K 0.03%
7,016
+124
366
$386K 0.03%
1,171
-13
367
$385K 0.03%
7,575
+1,585
368
$383K 0.03%
16,921
369
$383K 0.03%
6,023
-1,075
370
$382K 0.03%
20,119
+1,500
371
$378K 0.03%
5,185
-157
372
$376K 0.03%
2,926
-100
373
$375K 0.03%
+14,555
374
$373K 0.03%
3,038
-6
375
$370K 0.03%
20,006
+3,438
13 14
15
16 17