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
$929M
AUM Growth
-$293M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
580
New
Increased
Reduced
Closed

Top Buys

1
+$9.79M
2
+$2M
3
+$1.82M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.56M
5
BIIB icon
Biogen
BIIB
+$1.53M

Top Sells

1
+$9.27M
2
+$8.62M
3
+$7.96M
4
CTVA icon
Corteva
CTVA
+$7.46M
5
BX icon
Blackstone
BX
+$6.78M

Sector Composition

1 Technology 16.22%
2 Energy 11.99%
3 Consumer Discretionary 6.5%
4 Financials 6.36%
5 Healthcare 6.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.49M 0.59%
15,306
-898
27
$5.31M 0.57%
88,320
-1,011
28
$5.25M 0.56%
39,128
-1,806
29
$5.18M 0.56%
36,380
-3,068
30
$5.15M 0.55%
169,491
-4,221
31
$5.14M 0.55%
104,557
-50,870
32
$5.11M 0.55%
10,811
-4,806
33
$5.07M 0.55%
84,796
-24
34
$5.05M 0.54%
100,735
-113,280
35
$4.98M 0.54%
66,514
-54,799
36
$4.74M 0.51%
66,607
-1,254
37
$4.7M 0.51%
101,964
-1,716
38
$4.68M 0.5%
211,596
-130,245
39
$4.63M 0.5%
16,782
-2,412
40
$4.59M 0.49%
328,194
-51,567
41
$4.47M 0.48%
100,503
+5,167
42
$4.43M 0.48%
219,534
-102,894
43
$4.34M 0.47%
49,839
-1,998
44
$4.12M 0.44%
28,651
-1,078
45
$4.06M 0.44%
208,230
-137,367
46
$4.02M 0.43%
53,940
-33,643
47
$3.99M 0.43%
211,196
-94,142
48
$3.83M 0.41%
172,155
-799
49
$3.82M 0.41%
23,278
-118
50
$3.81M 0.41%
31,449
-487
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