MWM

Meridian Wealth Management Portfolio holdings

AUM $2.84B
1-Year Est. Return 28.25%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.57B
AUM Growth
-$65.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
622
New
Increased
Reduced
Closed

Top Buys

1
+$10.1M
2
+$8.83M
3
+$6.43M
4
SYBT icon
Stock Yards Bancorp
SYBT
+$4.97M
5
CSCO icon
Cisco
CSCO
+$4.89M

Top Sells

1
+$59M
2
+$42.7M
3
+$37.7M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$22.4M
5
XOM icon
Exxon Mobil
XOM
+$14.8M

Sector Composition

1 Technology 19.02%
2 Financials 7.04%
3 Healthcare 6.76%
4 Energy 6.06%
5 Consumer Discretionary 5.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$405K 0.03%
7,843
-6,877
427
$404K 0.03%
714
-138
428
$404K 0.03%
7,992
-3,211
429
$402K 0.03%
2,982
-2,978
430
$402K 0.03%
19,317
+5,000
431
$397K 0.03%
2,928
+195
432
$395K 0.03%
8,065
-7,615
433
$394K 0.03%
6,528
+1,859
434
$392K 0.03%
3,095
-1,775
435
$390K 0.02%
+15,887
436
$385K 0.02%
16,534
+676
437
$376K 0.02%
+11,741
438
$376K 0.02%
9,089
-8,995
439
$376K 0.02%
15,669
440
$375K 0.02%
25,913
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441
$374K 0.02%
2,447
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442
$373K 0.02%
2,723
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443
$371K 0.02%
1,550
444
$368K 0.02%
2,261
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445
$368K 0.02%
8,433
-11,465
446
$367K 0.02%
8,750
-597
447
$365K 0.02%
1,778
-329
448
$364K 0.02%
1,796
-772
449
$363K 0.02%
1,165
+14
450
$362K 0.02%
1,321
-1,321
16 17
18
19 20