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
$2.03B
AUM Growth
+$1.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
633
New
Increased
Reduced
Closed

Top Buys

1
+$84.4M
2
+$77.1M
3
+$73.6M
4
AMZN icon
Amazon
AMZN
+$58.6M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$33.2M

Top Sells

1
+$4.27M
2
+$1.26M
3
+$757K
4
TFLO icon
iShares Treasury Floating Rate Bond ETF
TFLO
+$633K
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$592K

Sector Composition

1 Technology 19.06%
2 Financials 7.17%
3 Healthcare 6.34%
4 Consumer Discretionary 5.63%
5 Energy 5.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$691K 0.03%
+1
352
$686K 0.03%
+1,320
353
$685K 0.03%
+4,704
354
$681K 0.03%
5,030
+15
355
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356
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7,539
-371
357
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+10,283
358
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359
$673K 0.03%
+28,617
360
$671K 0.03%
+17,599
361
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362
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363
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8,862
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364
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365
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2,005
+283
366
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+8,338
367
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368
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369
$637K 0.03%
5,121
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370
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371
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13,646
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372
$633K 0.03%
3,942
+1
373
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+1,402
374
$628K 0.03%
1,268
+96
375
$615K 0.03%
+8,353
13 14
15
16 17