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
426
$230K 0.02%
5,946
-5,338
427
$229K 0.02%
+7,770
428
$229K 0.02%
1,121
-9
429
$228K 0.02%
673
-472
430
$227K 0.02%
785
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431
$226K 0.02%
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-163
432
$226K 0.02%
5,188
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433
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1,654
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435
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436
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437
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103
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439
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440
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444
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445
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446
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447
$211K 0.02%
2,563
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448
$210K 0.02%
27,000
449
$209K 0.02%
25,887
450
$207K 0.02%
1,589
+16
16 17
18
19 20