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
$200M
AUM Growth
+$38.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
206
New
Increased
Reduced
Closed

Top Buys

1
+$6.5M
2
+$4.65M
3
+$4.38M
4
CTBI icon
Community Trust Bancorp
CTBI
+$3.51M
5
ISRG icon
Intuitive Surgical
ISRG
+$2.72M

Top Sells

1
+$1.69M
2
+$1.37M
3
+$1.15M
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$1.12M
5
META icon
Meta Platforms (Facebook)
META
+$1.07M

Sector Composition

1 Financials 14.78%
2 Technology 11.29%
3 Industrials 10.09%
4 Communication Services 7.86%
5 Consumer Discretionary 5.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.14M 1.07%
13,207
+8,625
27
$1.76M 0.88%
5,207
-431
28
$1.56M 0.78%
12,190
-349
29
$1.4M 0.7%
11,740
+3,791
30
$1.33M 0.66%
75,231
-1,413
31
$1.12M 0.56%
21,049
-81
32
$1.12M 0.56%
5,630
+196
33
$1.11M 0.55%
21,400
+480
34
$1.06M 0.53%
13,535
-1,532
35
$1.06M 0.53%
7,452
+222
36
$1.03M 0.51%
25,248
+620
37
$1.02M 0.51%
15,463
+955
38
$1.01M 0.5%
26,950
-435
39
$962K 0.48%
5,398
+8
40
$950K 0.47%
35,298
-654
41
$922K 0.46%
5,263
+2,173
42
$888K 0.44%
7,786
+1,527
43
$881K 0.44%
12,637
+6,434
44
$877K 0.44%
12,195
+3,877
45
$860K 0.43%
13,591
-1,822
46
$854K 0.43%
8,776
+182
47
$848K 0.42%
48,285
-3,697
48
$829K 0.41%
9,293
-1,070
49
$793K 0.4%
10,457
+5,981
50
$789K 0.39%
16,498
-250
1
2
3 4 5