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
376
$384K 0.03%
13,304
+3,665
377
$382K 0.03%
16,842
-650
378
$382K 0.03%
2,060
-363
379
$380K 0.03%
11,267
+934
380
$378K 0.03%
17,398
381
$378K 0.03%
1,474
382
$378K 0.03%
11,689
383
$376K 0.03%
1,518
+81
384
$376K 0.03%
7,417
-158
385
$373K 0.03%
9,663
+3,409
386
$371K 0.03%
3,685
+160
387
$371K 0.03%
2,183
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388
$365K 0.03%
1,083
-88
389
$365K 0.03%
+6,436
390
$364K 0.03%
3,181
-13
391
$362K 0.03%
5,263
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392
$361K 0.03%
3,371
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393
$358K 0.03%
3,552
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394
$358K 0.03%
25,887
-113
395
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+1,083
396
$352K 0.03%
3,244
397
$352K 0.03%
4,357
398
$351K 0.03%
30,100
399
$349K 0.03%
9,294
-99,914
400
$348K 0.03%
10,225
-915
14 15
16
17 18