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
$837M
AUM Growth
+$236M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
489
New
Increased
Reduced
Closed

Top Buys

1
+$97.3M
2
+$79.7M
3
+$44.9M
4
JPM icon
JPMorgan Chase
JPM
+$39.2M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$25.7M

Top Sells

1
+$67.5M
2
+$66.3M
3
+$50.9M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$29.2M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$17.6M

Sector Composition

1 Technology 17.68%
2 Energy 11.26%
3 Financials 9.66%
4 Communication Services 7.87%
5 Healthcare 7.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.16M 0.74%
+93,279
27
$6.11M 0.73%
+15,935
28
$6.1M 0.73%
+30,850
29
$6.1M 0.73%
+76,315
30
$6M 0.72%
+74,852
31
$5.88M 0.7%
+22,879
32
$5.84M 0.7%
+115,238
33
$5.66M 0.68%
+112,035
34
$5.4M 0.65%
+58,799
35
$5.27M 0.63%
+68,219
36
$5.09M 0.61%
+11,539
37
$4.96M 0.59%
+146,183
38
$4.77M 0.57%
+52,281
39
$4.75M 0.57%
+198,434
40
$4.74M 0.57%
+50,168
41
$4.71M 0.56%
+177,307
42
$4.6M 0.55%
+231,353
43
$4.57M 0.55%
+141,873
44
$4.37M 0.52%
+31,015
45
$4.34M 0.52%
+32,592
46
$4.3M 0.51%
+67,122
47
$4.27M 0.51%
+136,987
48
$4.22M 0.5%
+6,250
49
$4.08M 0.49%
+28,022
50
$3.97M 0.47%
+13,096
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