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
$1.19B
AUM Growth
+$39.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
571
New
Increased
Reduced
Closed

Top Buys

1
+$3.55M
2
+$2.06M
3
+$1.84M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.81M
5
SLV icon
iShares Silver Trust
SLV
+$1.72M

Top Sells

1
+$7.22M
2
+$5.85M
3
+$3.83M
4
VVV icon
Valvoline
VVV
+$3.75M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$2.89M

Sector Composition

1 Technology 19.71%
2 Energy 10.76%
3 Financials 6.27%
4 Healthcare 6.05%
5 Consumer Discretionary 6.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.59M 0.64%
40,953
-1,585
27
$6.61M 0.56%
14,829
+183
28
$6.23M 0.52%
46,534
+1,294
29
$6.15M 0.52%
25,882
+6,666
30
$5.83M 0.49%
338,451
+1,062
31
$5.8M 0.49%
43,046
-51
32
$5.73M 0.48%
23,276
+1,365
33
$5.71M 0.48%
93,610
-1,771
34
$5.61M 0.47%
33,937
+2,551
35
$5.56M 0.47%
13,642
-155
36
$5.55M 0.47%
48,114
-7,330
37
$5.52M 0.47%
71,460
-10,950
38
$5.46M 0.46%
230,538
+5,718
39
$5.36M 0.45%
221,586
-39,342
40
$5.36M 0.45%
9,958
-1,218
41
$5.34M 0.45%
352,919
+7,128
42
$5.09M 0.43%
203,437
+8,389
43
$5.02M 0.42%
105,794
-4,958
44
$4.93M 0.42%
68,009
+28,403
45
$4.83M 0.41%
177,900
+6,045
46
$4.82M 0.41%
73,608
-28,356
47
$4.78M 0.4%
92,825
-4,277
48
$4.76M 0.4%
54,870
-14,050
49
$4.7M 0.4%
15,119
+924
50
$4.68M 0.39%
72,427
-7,311
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