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
$1.63B
AUM Growth
+$446M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
567
New
Increased
Reduced
Closed

Top Buys

1
+$60.6M
2
+$46.5M
3
+$36.7M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$25.2M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$17.1M

Top Sells

1
+$28.5M
2
+$2.16M
3
+$2.12M
4
NVDA icon
NVIDIA
NVDA
+$1.4M
5
CIBR icon
First Trust NASDAQ Cybersecurity ETF
CIBR
+$1.3M

Sector Composition

1 Technology 22.25%
2 Consumer Discretionary 7.82%
3 Energy 7.45%
4 Financials 6.9%
5 Healthcare 6.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
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1,806
+63
427
$360K 0.02%
3,530
-22
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+6,240
429
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430
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431
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438
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447
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448
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44,000
449
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2,733
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$306K 0.02%
9,266
-397
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