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
$1.15B
AUM Growth
+$125M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
568
New
Increased
Reduced
Closed

Top Buys

1
+$5.19M
2
+$5.01M
3
+$3.52M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$3.17M
5
AAPL icon
Apple
AAPL
+$2.83M

Top Sells

1
+$3.01M
2
+$1.24M
3
+$1.21M
4
HTGC icon
Hercules Capital
HTGC
+$1.07M
5
HD icon
Home Depot
HD
+$974K

Sector Composition

1 Technology 18.49%
2 Energy 11.74%
3 Financials 6.33%
4 Consumer Discretionary 5.98%
5 Healthcare 5.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$235K 0.02%
2,242
-515
477
$234K 0.02%
+4,652
478
$233K 0.02%
+2,283
479
$233K 0.02%
2,723
+15
480
$233K 0.02%
+2,313
481
$231K 0.02%
+30,000
482
$231K 0.02%
8,820
483
$231K 0.02%
5,087
484
$229K 0.02%
6,254
-5,683
485
$225K 0.02%
7,213
+626
486
$224K 0.02%
1,097
+41
487
$222K 0.02%
+7,994
488
$222K 0.02%
20,173
+8,000
489
$222K 0.02%
5,126
490
$222K 0.02%
1,513
+3
491
$222K 0.02%
1,094
+18
492
$222K 0.02%
1,639
493
$220K 0.02%
+9,300
494
$217K 0.02%
7,917
+147
495
$217K 0.02%
+1,301
496
$216K 0.02%
7,030
497
$215K 0.02%
+3,863
498
$214K 0.02%
2,590
+99
499
$214K 0.02%
3,889
500
$213K 0.02%
+2,539
18 19
20
21 22