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
$1.63B
AUM Growth
+$446M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
567
New
Increased
Reduced
Closed

Top Buys

1
+$60.6M
2
+$46.5M
3
+$36.7M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$25.2M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$17.1M

Top Sells

1
+$28.5M
2
+$2.16M
3
+$2.12M
4
NVDA icon
NVIDIA
NVDA
+$1.4M
5
CIBR icon
First Trust NASDAQ Cybersecurity ETF
CIBR
+$1.3M

Sector Composition

1 Technology 22.25%
2 Consumer Discretionary 7.82%
3 Energy 7.45%
4 Financials 6.9%
5 Healthcare 6.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$409K 0.03%
2,041
-19
402
$408K 0.03%
3,649
-2,943
403
$406K 0.02%
3,180
404
$405K 0.02%
627
-39
405
$405K 0.02%
9,504
+4,782
406
$402K 0.02%
2,196
+1,101
407
$402K 0.02%
24,035
+5,558
408
$396K 0.02%
5,232
+1,336
409
$396K 0.02%
3,930
+1,124
410
$394K 0.02%
4,541
-2,581
411
$393K 0.02%
22,835
-1,032
412
$392K 0.02%
9,347
-3,035
413
$388K 0.02%
11,628
-61
414
$387K 0.02%
15,669
-1,252
415
$386K 0.02%
3,244
416
$383K 0.02%
1,012
-71
417
$381K 0.02%
7,204
-1,527
418
$381K 0.02%
5,160
419
$380K 0.02%
5,856
+593
420
$379K 0.02%
2,107
-434
421
$379K 0.02%
2,841
-537
422
$377K 0.02%
14,232
+2,689
423
$374K 0.02%
7,378
+2,366
424
$374K 0.02%
10,012
425
$372K 0.02%
6,257
-1,125
15 16
17
18 19