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
$1.19B
AUM Growth
+$39.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
571
New
Increased
Reduced
Closed

Top Buys

1
+$3.55M
2
+$2.06M
3
+$1.84M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.81M
5
SLV icon
iShares Silver Trust
SLV
+$1.72M

Top Sells

1
+$7.22M
2
+$5.85M
3
+$3.83M
4
VVV icon
Valvoline
VVV
+$3.75M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$2.89M

Sector Composition

1 Technology 19.71%
2 Energy 10.76%
3 Financials 6.27%
4 Healthcare 6.05%
5 Consumer Discretionary 6.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$247K 0.02%
3,656
+13
477
$246K 0.02%
+3,711
478
$244K 0.02%
+3,199
479
$242K 0.02%
+5,650
480
$241K 0.02%
7,010
-209
481
$241K 0.02%
11,383
-4,596
482
$241K 0.02%
21,444
+1,977
483
$241K 0.02%
3,207
-122
484
$239K 0.02%
4,744
+92
485
$237K 0.02%
4,810
-2,776
486
$237K 0.02%
1,177
-493
487
$236K 0.02%
4,669
-1,495
488
$236K 0.02%
1,513
489
$235K 0.02%
11,418
-4,182
490
$234K 0.02%
5,307
-2,437
491
$233K 0.02%
7,586
-408
492
$230K 0.02%
7,030
493
$228K 0.02%
3,791
-72
494
$226K 0.02%
8,694
-1,554
495
$224K 0.02%
1,302
+1
496
$224K 0.02%
5,457
-315
497
$223K 0.02%
10,412
+36
498
$223K 0.02%
7,195
-18
499
$222K 0.02%
8,947
-4,690
500
$219K 0.02%
9,300
18 19
20
21 22