MWM

Meridian Wealth Management Portfolio holdings

AUM $2.61B
1-Year Est. Return 29.73%
This Quarter Est. Return
1 Year Est. Return
+29.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$837M
AUM Growth
+$236M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
489
New
Increased
Reduced
Closed

Top Buys

1
+$97.3M
2
+$79.7M
3
+$44.9M
4
JPM icon
JPMorgan Chase
JPM
+$39.2M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$25.7M

Top Sells

1
+$67.5M
2
+$66.3M
3
+$50.9M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$29.2M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$17.6M

Sector Composition

1 Technology 17.68%
2 Energy 11.26%
3 Financials 9.66%
4 Communication Services 7.87%
5 Healthcare 7.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
– –
-7,135
427
– –
-1,116
428
– –
-13,201
429
– –
-160,618
430
– –
-201
431
– –
-11,299
432
– –
-13,748
433
– –
-3,935
434
– –
-1,797
435
– –
-8,741
436
– –
-3,131
437
– –
-7,358
438
– –
-6,030
439
– –
-18,831
440
– –
-33,749
441
– –
-4,842
442
– –
-727
443
– –
-3,177
444
– –
-5,391
445
– –
-1,893
446
– –
-18,610
447
– –
-3,150
448
– –
-20,891
449
– –
-87,278
450
– –
-15,535
16 17
18
19 20