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
$1.57B
AUM Growth
-$65.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
622
New
Increased
Reduced
Closed

Top Buys

1
+$10.9M
2
+$9.02M
3
+$7.22M
4
SYBT icon
Stock Yards Bancorp
SYBT
+$5.75M
5
AVGO icon
Broadcom
AVGO
+$5.22M

Top Sells

1
+$61.5M
2
+$45.1M
3
+$40.9M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$22.8M
5
AMD icon
Advanced Micro Devices
AMD
+$15M

Sector Composition

1 Technology 19.02%
2 Financials 7.04%
3 Healthcare 6.76%
4 Energy 6.06%
5 Consumer Discretionary 5.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$461K 0.03%
1,476
-1,474
402
$459K 0.03%
4,556
+15
403
$458K 0.03%
9,749
-987
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1,891
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405
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4,229
-10,551
406
$450K 0.03%
1,946
-1,736
407
$445K 0.03%
15,468
-2,497
408
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3,338
+708
409
$445K 0.03%
4,650
+1,325
410
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+18,598
411
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1,077
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412
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22,874
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413
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35,942
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414
$440K 0.03%
10,030
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415
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24,035
416
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418
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5,856
419
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24,738
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420
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1,780
-1,730
421
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16,775
-16,907
422
$414K 0.03%
11,942
-11,014
423
$409K 0.03%
+2,799
424
$408K 0.03%
4,882
+453
425
$407K 0.03%
15,795
-1,660
15 16
17
18 19