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
426
$299K 0.03%
+3,642
427
$299K 0.03%
4,944
428
$299K 0.03%
+3,252
429
$295K 0.03%
6,164
-1,123
430
$294K 0.03%
6,478
431
$294K 0.03%
23,263
+8,228
432
$292K 0.03%
3,407
-8
433
$291K 0.03%
4,466
434
$290K 0.03%
3,595
-2,547
435
$289K 0.03%
9,187
436
$288K 0.03%
11,543
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437
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1,670
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438
$285K 0.02%
7,806
439
$285K 0.02%
6,220
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440
$282K 0.02%
+9,639
441
$280K 0.02%
+10,333
442
$279K 0.02%
2,006
-140
443
$278K 0.02%
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444
$277K 0.02%
10,248
-1,218
445
$276K 0.02%
1,550
446
$276K 0.02%
5,067
447
$273K 0.02%
3,707
+2
448
$269K 0.02%
3,187
-75
449
$268K 0.02%
3,761
-7
450
$267K 0.02%
1,270
+95
16 17
18
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