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
$1.19B
AUM Growth
+$39.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
571
New
Increased
Reduced
Closed

Top Buys

1
+$3.55M
2
+$2.06M
3
+$1.84M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.81M
5
SLV icon
iShares Silver Trust
SLV
+$1.72M

Top Sells

1
+$7.22M
2
+$5.85M
3
+$3.83M
4
VVV icon
Valvoline
VVV
+$3.75M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$2.89M

Sector Composition

1 Technology 19.71%
2 Energy 10.76%
3 Financials 6.27%
4 Healthcare 6.05%
5 Consumer Discretionary 6.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$312K 0.03%
11,543
427
$310K 0.03%
+6,062
428
$309K 0.03%
6,220
429
$308K 0.03%
11,037
430
$308K 0.03%
2,086
+16
431
$307K 0.03%
8,850
-1,180
432
$305K 0.03%
1,148
-3
433
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4,499
434
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3,261
-513
435
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+6,640
436
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9,187
437
$301K 0.03%
3,420
-175
438
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4,466
439
$301K 0.03%
15,524
-112,803
440
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2,275
441
$298K 0.03%
5,924
-173
442
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1,044
443
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5,067
444
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445
$292K 0.02%
8,179
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446
$291K 0.02%
14,619
-5,500
447
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3,188
+1
448
$282K 0.02%
2,806
+493
449
$282K 0.02%
2,418
+1
450
$282K 0.02%
4,354
-22
16 17
18
19 20