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
$2.03B
AUM Growth
+$1.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
633
New
Increased
Reduced
Closed

Top Buys

1
+$84.4M
2
+$77.1M
3
+$73.6M
4
AMZN icon
Amazon
AMZN
+$58.6M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$33.2M

Top Sells

1
+$4.27M
2
+$1.26M
3
+$757K
4
TFLO icon
iShares Treasury Floating Rate Bond ETF
TFLO
+$633K
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$592K

Sector Composition

1 Technology 19.06%
2 Financials 7.17%
3 Healthcare 6.34%
4 Consumer Discretionary 5.63%
5 Energy 5.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$412K 0.02%
5,441
452
$411K 0.02%
13,970
-1,000
453
$410K 0.02%
10,663
454
$407K 0.02%
17,252
+4,465
455
$406K 0.02%
+3,001
456
$404K 0.02%
+389
457
$404K 0.02%
+20,481
458
$402K 0.02%
21,211
-19,365
459
$400K 0.02%
23,933
+102
460
$400K 0.02%
4,676
+23
461
$400K 0.02%
+7,903
462
$400K 0.02%
+1,550
463
$399K 0.02%
1,634
+11
464
$396K 0.02%
4,101
+1
465
$393K 0.02%
4,526
-578
466
$391K 0.02%
+5,984
467
$391K 0.02%
3,322
+12
468
$389K 0.02%
667
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469
$388K 0.02%
7,471
470
$388K 0.02%
+5,822
471
$387K 0.02%
+11,197
472
$383K 0.02%
3,639
-85
473
$380K 0.02%
16,339
+4,518
474
$378K 0.02%
+15,718
475
$378K 0.02%
+2,259
17 18
19
20 21