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
$1.19B
AUM Growth
+$39.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
571
New
Increased
Reduced
Closed

Top Buys

1
+$3.55M
2
+$2.06M
3
+$1.84M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.81M
5
SLV icon
iShares Silver Trust
SLV
+$1.72M

Top Sells

1
+$7.22M
2
+$5.85M
3
+$3.83M
4
VVV icon
Valvoline
VVV
+$3.75M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$2.89M

Sector Composition

1 Technology 19.71%
2 Energy 10.76%
3 Financials 6.27%
4 Healthcare 6.05%
5 Consumer Discretionary 6.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$435K 0.04%
1,086
-40
352
$433K 0.04%
3,870
-139
353
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2,233
354
$429K 0.04%
8,761
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355
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356
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+3,378
357
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9,945
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358
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6,329
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3,235
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360
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60,254
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361
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5,160
-25
362
$416K 0.04%
21,687
+1,681
363
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22,514
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364
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12,094
-149
365
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17,470
+2,326
369
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370
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371
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12,390
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372
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6,109
-41
373
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1,845
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374
$392K 0.03%
12,326
375
$392K 0.03%
5,089
+1,382
13 14
15
16 17