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
$1.57B
AUM Growth
-$65.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
622
New
Increased
Reduced
Closed

Top Buys

1
+$10.9M
2
+$9.02M
3
+$7.22M
4
SYBT icon
Stock Yards Bancorp
SYBT
+$5.75M
5
AVGO icon
Broadcom
AVGO
+$5.22M

Top Sells

1
+$61.5M
2
+$45.1M
3
+$40.9M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$22.8M
5
AMD icon
Advanced Micro Devices
AMD
+$15M

Sector Composition

1 Technology 19.02%
2 Financials 7.04%
3 Healthcare 6.76%
4 Energy 6.06%
5 Consumer Discretionary 5.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$583K 0.04%
4,131
+482
352
$582K 0.04%
1,235
-1,171
353
$582K 0.04%
+14,966
354
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3,094
-4,786
355
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2,911
-2,821
356
$577K 0.04%
6,135
-1,455
357
$576K 0.04%
11,970
-12,072
358
$575K 0.04%
4,000
-2,480
359
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6,809
-6,657
360
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2,447
+13
361
$563K 0.04%
5,731
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362
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+3,009
363
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1,089
-1,487
364
$553K 0.04%
3,498
-552
365
$553K 0.04%
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366
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367
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8,181
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368
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4,187
-437
369
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5,042
-4,404
370
$530K 0.03%
6,796
-291
371
$529K 0.03%
15,577
372
$526K 0.03%
10,369
-1,275
373
$525K 0.03%
3,809
+12
374
$515K 0.03%
9,882
-7,846
375
$515K 0.03%
11,250
-10,850
13 14
15
16 17