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
$2.03B
AUM Growth
+$1.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
633
New
Increased
Reduced
Closed

Top Buys

1
+$84.4M
2
+$77.1M
3
+$73.6M
4
AMZN icon
Amazon
AMZN
+$58.6M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$33.2M

Top Sells

1
+$4.27M
2
+$1.26M
3
+$757K
4
TFLO icon
iShares Treasury Floating Rate Bond ETF
TFLO
+$633K
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$592K

Sector Composition

1 Technology 19.06%
2 Financials 7.17%
3 Healthcare 6.34%
4 Consumer Discretionary 5.63%
5 Energy 5.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$14.2M 0.7%
+34,984
27
$14.1M 0.69%
+63,918
28
$13.8M 0.68%
260,892
-93
29
$13.5M 0.66%
27,488
+104
30
$13.2M 0.65%
227,782
+35,774
31
$12.8M 0.63%
+57,936
32
$12.7M 0.62%
+616,704
33
$12.5M 0.62%
+200,971
34
$11.7M 0.57%
+144,449
35
$11.5M 0.56%
183,238
+20,156
36
$11.3M 0.55%
65,335
-2,295
37
$11.2M 0.55%
+435,134
38
$11.1M 0.54%
+75,047
39
$11M 0.54%
45,416
+8,941
40
$11M 0.54%
+495,243
41
$10.5M 0.52%
+52,233
42
$10.1M 0.5%
+58,152
43
$9.95M 0.49%
87,601
+2,888
44
$9.72M 0.48%
274,426
+99,809
45
$9.7M 0.48%
324,404
+15,390
46
$9.59M 0.47%
+56,391
47
$9.59M 0.47%
101,204
-19
48
$9.28M 0.46%
115,781
+22,502
49
$9.08M 0.45%
+146,508
50
$9.08M 0.45%
21,460
-927
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