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
501
$219K 0.02%
2,862
+139
502
$217K 0.02%
+1,176
503
$215K 0.02%
1,639
504
$214K 0.02%
7,450
+239
505
$214K 0.02%
4,722
+28
506
$213K 0.02%
7,485
+305
507
$213K 0.02%
2,379
-160
508
$212K 0.02%
6,917
-1,000
509
$211K 0.02%
20,173
510
$210K 0.02%
+3,882
511
$209K 0.02%
1,202
-194
512
$208K 0.02%
2,206
513
$207K 0.02%
1,069
-28
514
$206K 0.02%
22,289
+2,928
515
$184K 0.02%
497,222
+3,585
516
$176K 0.01%
+12,936
517
$172K 0.01%
37,605
+3,013
518
$165K 0.01%
938
+89
519
$163K 0.01%
14,434
520
$160K 0.01%
14,633
521
$154K 0.01%
13,165
522
$154K 0.01%
14,300
523
$144K 0.01%
14,881
-3
524
$143K 0.01%
12,387
525
$140K 0.01%
13,639
19 20
21
22 23