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
$1.15B
AUM Growth
+$125M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
568
New
Increased
Reduced
Closed

Top Buys

1
+$5.19M
2
+$5.01M
3
+$3.52M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$3.17M
5
AAPL icon
Apple
AAPL
+$2.83M

Top Sells

1
+$3.01M
2
+$1.24M
3
+$1.21M
4
HTGC icon
Hercules Capital
HTGC
+$1.07M
5
HD icon
Home Depot
HD
+$974K

Sector Composition

1 Technology 18.49%
2 Energy 11.74%
3 Financials 6.33%
4 Consumer Discretionary 5.98%
5 Healthcare 5.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7M 0.61%
217,601
+31,453
27
$6.94M 0.61%
104,470
-347
28
$6.87M 0.6%
43,097
+5,041
29
$6.36M 0.56%
260,928
-7,902
30
$6.02M 0.53%
14,646
+294
31
$5.93M 0.52%
45,240
+6,199
32
$5.9M 0.51%
55,444
+8,731
33
$5.77M 0.5%
101,964
34
$5.56M 0.49%
26,245
+6,653
35
$5.55M 0.48%
11,176
-64
36
$5.38M 0.47%
337,389
+9,084
37
$5.3M 0.46%
110,752
-886
38
$5.28M 0.46%
95,381
-3,450
39
$5.2M 0.45%
62,755
+24,139
40
$5.19M 0.45%
13,797
-725
41
$5.08M 0.44%
224,820
+3,531
42
$5.06M 0.44%
66,125
+158
43
$5.02M 0.44%
82,410
+190
44
$5.01M 0.44%
21,911
-249
45
$4.98M 0.43%
31,386
+22,177
46
$4.88M 0.43%
29,896
-165
47
$4.85M 0.42%
97,102
-7,106
48
$4.71M 0.41%
95,859
+1,125
49
$4.63M 0.4%
98,675
-1,118
50
$4.58M 0.4%
195,048
+38,267
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