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
401
$517K 0.03%
13,205
-791
402
$515K 0.03%
15,374
+4,879
403
$509K 0.03%
+4,956
404
$505K 0.02%
11,253
-417
405
$505K 0.02%
2,902
-475
406
$504K 0.02%
+8,929
407
$503K 0.02%
27,471
+58
408
$502K 0.02%
+4,968
409
$499K 0.02%
1,159
+102
410
$491K 0.02%
+5,724
411
$490K 0.02%
+4,613
412
$488K 0.02%
+9,477
413
$485K 0.02%
6,030
+137
414
$484K 0.02%
20,448
+5,285
415
$479K 0.02%
+16,418
416
$476K 0.02%
+2,211
417
$466K 0.02%
4,055
+726
418
$466K 0.02%
3,688
-412
419
$465K 0.02%
+8,881
420
$462K 0.02%
+4,555
421
$460K 0.02%
3,004
+467
422
$459K 0.02%
2,920
-8
423
$458K 0.02%
2,074
-35
424
$451K 0.02%
5,671
425
$450K 0.02%
+1,179
15 16
17
18 19