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
501
$213K 0.02%
19,467
+3,436
502
$212K 0.02%
4,694
+28
503
$211K 0.02%
+7,211
504
$211K 0.02%
2,206
505
$207K 0.02%
7,745
-29,591
506
$205K 0.02%
8,786
-957
507
$205K 0.02%
+10,376
508
$204K 0.02%
187,300
+68,300
509
$204K 0.02%
10,041
-837
510
$204K 0.02%
3,826
+667
511
$202K 0.02%
846
512
$178K 0.02%
849
-82
513
$166K 0.01%
14,434
514
$166K 0.01%
14,633
-1,043
515
$162K 0.01%
14,300
516
$159K 0.01%
2,068
517
$159K 0.01%
19,361
+8,696
518
$156K 0.01%
14,884
+2,343
519
$155K 0.01%
13,165
520
$149K 0.01%
13,639
521
$147K 0.01%
12,387
522
$142K 0.01%
17,119
523
$141K 0.01%
34,082
+13,232
524
$129K 0.01%
25,260
+539
525
$109K 0.01%
11,000
19 20
21
22 23