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
$2.03B
AUM Growth
+$1.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
633
New
Increased
Reduced
Closed

Top Buys

1
+$84.4M
2
+$77.1M
3
+$73.6M
4
AMZN icon
Amazon
AMZN
+$58.6M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$33.2M

Top Sells

1
+$4.27M
2
+$1.26M
3
+$757K
4
TFLO icon
iShares Treasury Floating Rate Bond ETF
TFLO
+$633K
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$592K

Sector Composition

1 Technology 19.06%
2 Financials 7.17%
3 Healthcare 6.34%
4 Consumer Discretionary 5.63%
5 Energy 5.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$447K 0.02%
+142
427
$447K 0.02%
+7,549
428
$446K 0.02%
+7,761
429
$445K 0.02%
+18,572
430
$444K 0.02%
467
-111
431
$443K 0.02%
10,623
-1,295
432
$443K 0.02%
+9,689
433
$443K 0.02%
10,895
-1,083
434
$442K 0.02%
+757
435
$440K 0.02%
+1,770
436
$439K 0.02%
1,705
-2
437
$438K 0.02%
2,270
438
$434K 0.02%
4,280
-55
439
$432K 0.02%
+1,322
440
$431K 0.02%
+2,645
441
$431K 0.02%
+92,422
442
$431K 0.02%
+3,378
443
$430K 0.02%
+3,419
444
$428K 0.02%
+2,844
445
$423K 0.02%
8,969
+409
446
$421K 0.02%
6,478
447
$419K 0.02%
+4,379
448
$419K 0.02%
+15,934
449
$417K 0.02%
9,398
+30
450
$416K 0.02%
+6,124
16 17
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