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
$1.15B
AUM Growth
+$125M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
568
New
Increased
Reduced
Closed

Top Buys

1
+$5.19M
2
+$5.01M
3
+$3.52M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$3.17M
5
AAPL icon
Apple
AAPL
+$2.83M

Top Sells

1
+$3.01M
2
+$1.24M
3
+$1.21M
4
HTGC icon
Hercules Capital
HTGC
+$1.07M
5
HD icon
Home Depot
HD
+$974K

Sector Composition

1 Technology 18.49%
2 Energy 11.74%
3 Financials 6.33%
4 Consumer Discretionary 5.98%
5 Healthcare 5.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$329K 0.03%
11,037
402
$328K 0.03%
+1,437
403
$327K 0.03%
2,617
+67
404
$326K 0.03%
3,924
-997
405
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406
$325K 0.03%
3,530
407
$324K 0.03%
10,030
-1,400
408
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1,128
-94
409
$324K 0.03%
4,388
+1,271
410
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17,398
411
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3,295
412
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4,863
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413
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15,600
-1,389
414
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2,725
415
$318K 0.03%
6,757
416
$316K 0.03%
2,275
417
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12,648
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418
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419
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420
$302K 0.03%
8,499
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421
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493,637
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422
$302K 0.03%
30,100
423
$301K 0.03%
23,048
-769
424
$300K 0.03%
4,737
-17
425
$299K 0.03%
1,271
15 16
17
18 19