MWM

Meridian Wealth Management Portfolio holdings

AUM $2.61B
1-Year Est. Return 29.73%
This Quarter Est. Return
1 Year Est. Return
+29.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$929M
AUM Growth
-$293M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
580
New
Increased
Reduced
Closed

Top Buys

1
+$9.79M
2
+$2M
3
+$1.82M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.56M
5
BIIB icon
Biogen
BIIB
+$1.53M

Top Sells

1
+$9.27M
2
+$8.62M
3
+$7.96M
4
CTVA icon
Corteva
CTVA
+$7.46M
5
BX icon
Blackstone
BX
+$6.78M

Sector Composition

1 Technology 16.22%
2 Energy 11.99%
3 Consumer Discretionary 6.5%
4 Financials 6.36%
5 Healthcare 6.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$81K 0.01%
+4,769
477
$72K 0.01%
+13,119
478
$71K 0.01%
192,000
479
$68K 0.01%
15,000
480
$65K 0.01%
28,142
+2,801
481
$60K 0.01%
10,851
482
$58K 0.01%
12,383
-3,785
483
$56K 0.01%
24,600
+3,400
484
$51K 0.01%
+1,933
485
$41K ﹤0.01%
11,200
486
$30K ﹤0.01%
30,000
487
$28K ﹤0.01%
30,000
488
$27K ﹤0.01%
11,850
+1,475
489
– –
0
490
$7K ﹤0.01%
1,333
-34
491
$2K ﹤0.01%
10,000
492
– –
-35,062
493
– –
-137,720
494
– –
-6,162
495
– –
-47,737
496
– –
-5,187
497
– –
-38,865
498
– –
-5,850
499
– –
-19,430
500
– –
-3,490
18 19
20
21 22