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
$1.15B
AUM Growth
+$125M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
568
New
Increased
Reduced
Closed

Top Buys

1
+$5.19M
2
+$5.01M
3
+$3.52M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$3.17M
5
AAPL icon
Apple
AAPL
+$2.83M

Top Sells

1
+$3.01M
2
+$1.24M
3
+$1.21M
4
HTGC icon
Hercules Capital
HTGC
+$1.07M
5
HD icon
Home Depot
HD
+$974K

Sector Composition

1 Technology 18.49%
2 Energy 11.74%
3 Financials 6.33%
4 Consumer Discretionary 5.98%
5 Healthcare 5.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$267K 0.02%
1,044
-197
452
$266K 0.02%
2,677
-42
453
$263K 0.02%
11,651
+2,160
454
$260K 0.02%
4,107
+1
455
$259K 0.02%
3,298
+20
456
$259K 0.02%
1,151
-5
457
$259K 0.02%
+2,236
458
$256K 0.02%
+9,560
459
$256K 0.02%
10,492
-5,746
460
$255K 0.02%
2,811
-14
461
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462
$253K 0.02%
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-295
463
$253K 0.02%
+5,050
464
$253K 0.02%
9,366
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465
$252K 0.02%
+3,329
466
$250K 0.02%
13,637
-5,125
467
$248K 0.02%
+7,180
468
$246K 0.02%
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$246K 0.02%
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470
$246K 0.02%
781
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$244K 0.02%
3,347
-1,348
472
$243K 0.02%
4,499
-115
473
$239K 0.02%
1,396
-177
474
$238K 0.02%
5,772
-203
475
$235K 0.02%
4,376
17 18
19
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