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
$1.19B
AUM Growth
+$39.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
571
New
Increased
Reduced
Closed

Top Buys

1
+$3.55M
2
+$2.06M
3
+$1.84M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.81M
5
SLV icon
iShares Silver Trust
SLV
+$1.72M

Top Sells

1
+$7.22M
2
+$5.85M
3
+$3.83M
4
VVV icon
Valvoline
VVV
+$3.75M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$2.89M

Sector Composition

1 Technology 19.71%
2 Energy 10.76%
3 Financials 6.27%
4 Healthcare 6.05%
5 Consumer Discretionary 6.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$281K 0.02%
3,772
+11
452
$278K 0.02%
9,426
+60
453
$277K 0.02%
2,678
+1
454
$277K 0.02%
6,096
-2,606
455
$277K 0.02%
+3,307
456
$276K 0.02%
3,349
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457
$275K 0.02%
782
+1
458
$273K 0.02%
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-7,277
459
$271K 0.02%
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-306
460
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461
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3,111
-296
462
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4,108
+1
463
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464
$258K 0.02%
11,360
-291
465
$258K 0.02%
1,095
+1
466
$257K 0.02%
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467
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468
$255K 0.02%
5,027
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469
$255K 0.02%
2,609
-202
470
$255K 0.02%
4,509
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471
$254K 0.02%
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472
$254K 0.02%
1,226
-2,270
473
$254K 0.02%
+5,012
474
$253K 0.02%
7,239
475
$253K 0.02%
3,889
17 18
19
20 21