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
$1.63B
AUM Growth
+$446M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
567
New
Increased
Reduced
Closed

Top Buys

1
+$60.6M
2
+$46.5M
3
+$36.7M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$25.2M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$17.1M

Top Sells

1
+$28.5M
2
+$2.16M
3
+$2.12M
4
NVDA icon
NVIDIA
NVDA
+$1.4M
5
CIBR icon
First Trust NASDAQ Cybersecurity ETF
CIBR
+$1.3M

Sector Composition

1 Technology 22.25%
2 Consumer Discretionary 7.82%
3 Energy 7.45%
4 Financials 6.9%
5 Healthcare 6.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$11.1M 0.68%
666,768
+328,317
27
$11M 0.67%
83,462
-721
28
$10.9M 0.67%
483,108
+252,570
29
$10.9M 0.67%
32,420
-2,873
30
$9.54M 0.58%
86,396
+82,195
31
$9.49M 0.58%
68,797
+5,090
32
$9.39M 0.58%
453,304
+240,784
33
$9.1M 0.56%
145,220
-77
34
$8.73M 0.53%
168,628
+91,566
35
$8.66M 0.53%
51,382
+26,974
36
$8.65M 0.53%
91,666
+49,687
37
$8.57M 0.53%
73,092
+61,902
38
$8.42M 0.52%
132,216
+58,608
39
$8.18M 0.5%
27,243
+54
40
$8.17M 0.5%
657,842
+304,923
41
$8.03M 0.49%
27,483
+15,030
42
$7.77M 0.48%
155,750
+102,000
43
$7.66M 0.47%
324,714
+103,128
44
$7.4M 0.45%
29,569
-1,301
45
$7.31M 0.45%
340,434
+131,817
46
$7.22M 0.44%
175,576
+99,371
47
$6.97M 0.43%
828,914
+441,158
48
$6.93M 0.42%
46,485
+3,439
49
$6.89M 0.42%
118,698
+55,046
50
$6.49M 0.4%
31,158
+15,612
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