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

Top Buys

1
+$9.79M
2
+$2M
3
+$1.82M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.56M
5
BIIB icon
Biogen
BIIB
+$1.53M

Top Sells

1
+$9.27M
2
+$8.62M
3
+$7.96M
4
CTVA icon
Corteva
CTVA
+$7.46M
5
BX icon
Blackstone
BX
+$6.78M

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
376
$284K 0.03%
3,416
-4,436
377
$284K 0.03%
2,070
378
$283K 0.03%
21,402
+6,184
379
$281K 0.03%
1,600
380
$278K 0.03%
1,159
-21
381
$277K 0.03%
990
-41
382
$275K 0.03%
2,935
-2,433
383
$275K 0.03%
8,734
-4,448
384
$273K 0.03%
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-1,043
385
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-190
386
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3,566
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387
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2,996
388
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389
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1,141
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390
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391
$264K 0.03%
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392
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394
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6,026
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395
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396
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$257K 0.03%
2,792
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398
$257K 0.03%
2,525
-329
399
$257K 0.03%
6,478
400
$256K 0.03%
3,795
-2,900
14 15
16
17 18