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
$1.57B
AUM Growth
-$65.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
622
New
Increased
Reduced
Closed

Top Buys

1
+$10.9M
2
+$9.02M
3
+$7.22M
4
SYBT icon
Stock Yards Bancorp
SYBT
+$5.75M
5
AVGO icon
Broadcom
AVGO
+$5.22M

Top Sells

1
+$61.5M
2
+$45.1M
3
+$40.9M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$22.8M
5
AMD icon
Advanced Micro Devices
AMD
+$15M

Sector Composition

1 Technology 19.02%
2 Financials 7.04%
3 Healthcare 6.76%
4 Energy 6.06%
5 Consumer Discretionary 5.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$330K 0.02%
5,984
-5,984
477
$330K 0.02%
13,098
-799
478
$329K 0.02%
283
-371
479
$329K 0.02%
3,778
+307
480
$329K 0.02%
15,665
481
$329K 0.02%
9,295
+135
482
$329K 0.02%
3,368
-3,300
483
$329K 0.02%
2,198
-2,452
484
$327K 0.02%
8,990
+140
485
$325K 0.02%
10,600
-10,600
486
$323K 0.02%
3,785
-3,769
487
$323K 0.02%
794
+31
488
$318K 0.02%
9,826
-9,606
489
$314K 0.02%
16,910
+4,975
490
$313K 0.02%
378
-474
491
$312K 0.02%
5,067
492
$311K 0.02%
+3,447
493
$311K 0.02%
1,135
-1,095
494
$309K 0.02%
5,753
-542
495
$307K 0.02%
1,273
-106
496
$306K 0.02%
23,569
+568
497
$305K 0.02%
1,179
-4,487
498
$304K 0.02%
1,541
+239
499
$301K 0.02%
7,104
-400
500
$301K 0.02%
4,652
-362
18 19
20
21 22