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
$2.03B
AUM Growth
+$1.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
633
New
Increased
Reduced
Closed

Top Buys

1
+$84.4M
2
+$77.1M
3
+$73.6M
4
AMZN icon
Amazon
AMZN
+$58.6M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$33.2M

Top Sells

1
+$4.27M
2
+$1.26M
3
+$757K
4
TFLO icon
iShares Treasury Floating Rate Bond ETF
TFLO
+$633K
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$592K

Sector Composition

1 Technology 19.06%
2 Financials 7.17%
3 Healthcare 6.34%
4 Consumer Discretionary 5.63%
5 Energy 5.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$377K 0.02%
2,264
-2,091
477
$375K 0.02%
+1,666
478
$372K 0.02%
+12,795
479
$371K 0.02%
+3,545
480
$371K 0.02%
10,120
+236
481
$365K 0.02%
2,326
-10
482
$363K 0.02%
5,067
483
$362K 0.02%
+3,823
484
$361K 0.02%
+3,475
485
$361K 0.02%
+15,187
486
$357K 0.02%
6,173
+784
487
$355K 0.02%
+2,180
488
$351K 0.02%
2,690
+15
489
$345K 0.02%
+9,652
490
$339K 0.02%
+5,342
491
$337K 0.02%
7,983
492
$334K 0.02%
+3,388
493
$334K 0.02%
+1,742
494
$332K 0.02%
+2,217
495
$331K 0.02%
+2,676
496
$330K 0.02%
+1,122
497
$326K 0.02%
+1,538
498
$325K 0.02%
+6,591
499
$324K 0.02%
17,964
-188
500
$321K 0.02%
3,091
-13
18 19
20
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