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
$837M
AUM Growth
+$236M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
489
New
Increased
Reduced
Closed

Top Buys

1
+$80.7M
2
+$79.6M
3
+$43.2M
4
JPM icon
JPMorgan Chase
JPM
+$37.9M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$23.8M

Top Sells

1
+$67.5M
2
+$66.3M
3
+$50.9M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$29.2M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$17.6M

Sector Composition

1 Technology 17.68%
2 Energy 11.26%
3 Financials 9.66%
4 Communication Services 7.87%
5 Healthcare 7.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
– –
-391
452
– –
-6,476
453
– –
-18,519
454
– –
-32,196
455
– –
-6,166
456
– –
-1,900
457
– –
-3,458
458
– –
-14,816
459
– –
-4,939
460
– –
-55,876
461
– –
-9,843
462
– –
-34,350
463
– –
-19,446
464
– –
-23,302
465
– –
-4,901
466
– –
-69,612
467
– –
-157,780
468
– –
-8,680
469
– –
-173,497
470
– –
-2,342
471
– –
-13,847
472
– –
-52,272
473
– –
-21,494
474
– –
-1,266
475
– –
-24,972
16 17 18
19
20