MWM

Meridian Wealth Management Portfolio holdings

AUM $2.84B
1-Year Est. Return 28.25%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.25%
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
+$10.2M
2
+$2.23M
3
+$1.89M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.66M
5
IHF icon
iShares US Healthcare Providers ETF
IHF
+$1.39M

Top Sells

1
+$9.77M
2
+$9.52M
3
+$7.96M
4
BX icon
Blackstone
BX
+$7.84M
5
CTVA icon
Corteva
CTVA
+$7.46M

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
– –
-18,759
493
– –
-3,134
494
– –
-2,672
495
– –
-5,850
496
– –
-32,347
497
– –
-5,045
498
– –
-13,397
499
– –
-13,107
500
– –
-12,985
18 19
20
21 22