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
$1.63B
AUM Growth
+$446M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
567
New
Increased
Reduced
Closed

Top Buys

1
+$64.9M
2
+$48.7M
3
+$38.7M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$25.5M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$17.8M

Top Sells

1
+$26.6M
2
+$2.16M
3
+$2.07M
4
NVDA icon
NVIDIA
NVDA
+$1.45M
5
CIBR icon
First Trust NASDAQ Cybersecurity ETF
CIBR
+$1.3M

Sector Composition

1 Technology 22.25%
2 Consumer Discretionary 7.82%
3 Energy 7.45%
4 Financials 6.9%
5 Healthcare 6.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$303K 0.02%
9,160
-1,065
452
$303K 0.02%
15,665
+141
453
$302K 0.02%
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454
$301K 0.02%
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456
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458
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459
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1,151
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461
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462
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14,317
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463
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464
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5,014
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465
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466
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472
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2,070
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474
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6,297
-8,367
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$253K 0.02%
7,810
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17 18
19
20 21