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
$1.63B
AUM Growth
+$446M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
567
New
Increased
Reduced
Closed

Top Buys

1
+$60.6M
2
+$46.5M
3
+$36.7M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$25.2M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$17.1M

Top Sells

1
+$28.5M
2
+$2.16M
3
+$2.12M
4
NVDA icon
NVIDIA
NVDA
+$1.4M
5
CIBR icon
First Trust NASDAQ Cybersecurity ETF
CIBR
+$1.3M

Sector Composition

1 Technology 22.25%
2 Consumer Discretionary 7.82%
3 Energy 7.45%
4 Financials 6.9%
5 Healthcare 6.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$252K 0.02%
3,139
-49
477
$248K 0.02%
9,832
-29,770
478
$248K 0.02%
8,497
-197
479
$246K 0.02%
+15,376
480
$246K 0.02%
2,206
481
$246K 0.02%
22,007
+563
482
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4,261
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483
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4,509
484
$245K 0.02%
11,546
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485
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486
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4,713
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487
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1,706
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488
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7,074
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489
$238K 0.01%
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490
$235K 0.01%
6,475
-1,704
491
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492
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3,345
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495
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497
$226K 0.01%
1,302
498
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1,516
+3
499
$225K 0.01%
3,453
-203
500
$224K 0.01%
+23,800
18 19
20
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