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
401
$255K 0.03%
2,275
-2,406
402
$254K 0.03%
5,527
-1,000
403
$254K 0.03%
3,055
-6,445
404
$253K 0.03%
3,743
-57
405
$253K 0.03%
7,987
-239
406
$251K 0.03%
829
+1
407
$250K 0.03%
2,725
408
$248K 0.03%
919
+7
409
$247K 0.03%
+5,797
410
$246K 0.03%
2,700
+428
411
$246K 0.03%
4,944
-31,739
412
$246K 0.03%
124,898
+9,553
413
$243K 0.03%
17,398
414
$241K 0.03%
3,376
-2,447
415
$239K 0.03%
5,067
416
$237K 0.03%
+11,615
417
$237K 0.03%
7,630
-2,507
418
$236K 0.03%
+12,600
419
$235K 0.03%
3,444
+2
420
$234K 0.03%
+11,455
421
$233K 0.03%
+13,718
422
$232K 0.03%
6,524
-317
423
$232K 0.03%
4,104
+2
424
$231K 0.02%
1,075
-623
425
$231K 0.02%
2,334
-35,470
15 16
17
18 19