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
$208M
AUM Growth
-$4.47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
226
New
Increased
Reduced
Closed

Top Buys

1
+$4.36M
2
+$2.3M
3
+$1.83M
4
DIS icon
Walt Disney
DIS
+$1.62M
5
AMD icon
Advanced Micro Devices
AMD
+$1.59M

Top Sells

1
+$13M
2
+$7.41M
3
+$6.6M
4
AAPL icon
Apple
AAPL
+$6.47M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.09M

Sector Composition

1 Financials 14.27%
2 Technology 13.04%
3 Consumer Discretionary 11.73%
4 Communication Services 8.75%
5 Industrials 7.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.55M 0.74%
10,607
-238
27
$1.45M 0.7%
7,954
+117
28
$1.42M 0.68%
70,752
+309
29
$1.41M 0.68%
23,333
-285
30
$1.33M 0.64%
6,744
+141
31
$1.25M 0.6%
8,746
-154
32
$1.25M 0.6%
22,755
+4,535
33
$1.2M 0.58%
5,508
+5
34
$1.17M 0.56%
100,640
-1,720
35
$1.14M 0.55%
9,109
+1,366
36
$1.12M 0.54%
9,698
+107
37
$1.1M 0.53%
8,239
+2,760
38
$1.09M 0.52%
85,284
-4,848
39
$1.08M 0.52%
3,265
+78
40
$1.07M 0.51%
5,323
+127
41
$1.03M 0.49%
16,015
+6,826
42
$983K 0.47%
9,090
-218
43
$970K 0.47%
4,223
+23
44
$954K 0.46%
5,764
+134
45
$891K 0.43%
29,754
+10,092
46
$871K 0.42%
7,275
-104
47
$860K 0.41%
10,395
-44
48
$857K 0.41%
11,330
-80
49
$840K 0.4%
5,167
-88
50
$816K 0.39%
6,773
-1,272
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