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
376
$611K 0.03%
+23,951
377
$608K 0.03%
+6,372
378
$601K 0.03%
+3,498
379
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14,325
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380
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89,362
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381
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40,871
+10,803
382
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383
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384
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385
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6,308
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387
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388
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389
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+9,590
390
$557K 0.03%
13,636
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391
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11,382
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392
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393
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394
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395
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396
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14,495
-37
397
$521K 0.03%
12,625
-8,274
398
$521K 0.03%
11,451
-290
399
$518K 0.03%
22,190
-604
400
$517K 0.03%
2,180
-1
14 15
16
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