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
$929M
AUM Growth
-$293M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
580
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$2.23M
3
+$1.89M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.66M
5
IHF icon
iShares US Healthcare Providers ETF
IHF
+$1.39M

Top Sells

1
+$9.77M
2
+$9.52M
3
+$7.96M
4
BX icon
Blackstone
BX
+$7.84M
5
CTVA icon
Corteva
CTVA
+$7.46M

Sector Composition

1 Technology 16.22%
2 Energy 11.99%
3 Consumer Discretionary 6.5%
4 Financials 6.36%
5 Healthcare 6.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$207K 0.02%
8,595
452
$205K 0.02%
30,000
+18,000
453
$203K 0.02%
848
454
$203K 0.02%
3,182
-158
455
$201K 0.02%
9,105
456
$200K 0.02%
6,394
+50
457
$179K 0.02%
14,300
458
$171K 0.02%
14,668
459
$164K 0.02%
15,676
460
$161K 0.02%
12,243
+1,200
461
$160K 0.02%
17,119
-19,283
462
$159K 0.02%
14,434
463
$149K 0.02%
16,785
+5,318
464
$138K 0.01%
13,639
465
$137K 0.01%
12,387
466
$130K 0.01%
36,094
+517
467
$126K 0.01%
12,173
468
$124K 0.01%
24,227
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469
$122K 0.01%
50,000
-30,000
470
$117K 0.01%
20,231
+5,463
471
$107K 0.01%
+10,577
472
$103K 0.01%
11,000
473
$91K 0.01%
11,189
-27
474
$89K 0.01%
12,243
-291
475
$83K 0.01%
12,000
+1,000
17 18
19
20 21