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
$1.57B
AUM Growth
-$65.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
622
New
Increased
Reduced
Closed

Top Buys

1
+$10.9M
2
+$9.02M
3
+$7.22M
4
SYBT icon
Stock Yards Bancorp
SYBT
+$5.75M
5
AVGO icon
Broadcom
AVGO
+$5.22M

Top Sells

1
+$61.5M
2
+$45.1M
3
+$40.9M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$22.8M
5
AMD icon
Advanced Micro Devices
AMD
+$15M

Sector Composition

1 Technology 19.02%
2 Financials 7.04%
3 Healthcare 6.76%
4 Energy 6.06%
5 Consumer Discretionary 5.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$361K 0.02%
757
-1,049
452
$358K 0.02%
3,549
+19
453
$358K 0.02%
6,213
-991
454
$358K 0.02%
11,398
+649
455
$357K 0.02%
6,220
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456
$354K 0.02%
3,744
-5,072
457
$354K 0.02%
+14,891
458
$354K 0.02%
4,639
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459
$353K 0.02%
5,441
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460
$351K 0.02%
5,399
-5,730
461
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17,398
-17,398
462
$348K 0.02%
3,308
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463
$346K 0.02%
9,208
464
$346K 0.02%
4,369
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465
$345K 0.02%
11,628
466
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2,633
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467
$343K 0.02%
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468
$343K 0.02%
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$341K 0.02%
3,348
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470
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4,865
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471
$340K 0.02%
5,918
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472
$339K 0.02%
2,919
+247
473
$338K 0.02%
10,663
-1,663
474
$338K 0.02%
9,428
+162
475
$334K 0.02%
15,132
-1,710
17 18
19
20 21