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
$1.57B
AUM Growth
-$65.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
622
New
Increased
Reduced
Closed

Top Buys

1
+$10.9M
2
+$9.02M
3
+$7.22M
4
SYBT icon
Stock Yards Bancorp
SYBT
+$5.75M
5
AVGO icon
Broadcom
AVGO
+$5.22M

Top Sells

1
+$61.5M
2
+$45.1M
3
+$40.9M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$22.8M
5
AMD icon
Advanced Micro Devices
AMD
+$15M

Sector Composition

1 Technology 19.02%
2 Financials 7.04%
3 Healthcare 6.76%
4 Energy 6.06%
5 Consumer Discretionary 5.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$10.8M 0.69%
145,220
27
$10.8M 0.69%
16,343
+6,486
28
$10.6M 0.67%
447,316
-5,988
29
$10.3M 0.65%
34,680
-11,072
30
$9.66M 0.62%
27,294
+51
31
$9.63M 0.62%
173,850
+18,100
32
$9.39M 0.6%
55,258
-26,506
33
$9.31M 0.59%
27,582
+99
34
$9.07M 0.58%
60,803
+9,421
35
$9.02M 0.58%
+175,842
36
$8.94M 0.57%
483,586
+180,838
37
$8.68M 0.55%
79,659
+30,004
38
$8.39M 0.54%
155,856
+59,377
39
$8.32M 0.53%
53,065
-48,017
40
$8.13M 0.52%
55,449
-51,075
41
$7.71M 0.49%
42,817
+5,298
42
$7.43M 0.47%
141,330
+59,667
43
$7.41M 0.47%
45,320
-41,892
44
$7.31M 0.47%
29,402
-167
45
$7.1M 0.45%
136,500
+45,167
46
$6.93M 0.44%
17,302
+632
47
$6.91M 0.44%
272,223
-52,491
48
$6.81M 0.43%
256,235
+33,292
49
$6.8M 0.43%
28,651
+14,335
50
$6.58M 0.42%
60,824
-30,842
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