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
501
$223K 0.01%
5,307
502
$223K 0.01%
+4,466
503
$222K 0.01%
5,652
504
$216K 0.01%
11,935
-10,579
505
$209K 0.01%
7,678
+92
506
$208K 0.01%
+4,991
507
$206K 0.01%
9,300
508
$203K 0.01%
10,749
+1,802
509
$192K 0.01%
20,173
510
$190K 0.01%
43,040
+22,839
511
$180K 0.01%
12,054
-882
512
$175K 0.01%
34,210
+17,518
513
$169K 0.01%
60,000
+30,000
514
$165K 0.01%
75,210
+37,605
515
$146K 0.01%
14,434
516
$140K 0.01%
+69,535
517
$140K 0.01%
14,633
518
$138K 0.01%
14,300
519
$136K 0.01%
13,165
520
$128K 0.01%
21,702
+10,851
521
$127K 0.01%
12,387
522
$126K 0.01%
13,639
523
$116K 0.01%
22,880
-1,513
524
$108K 0.01%
1,091
+153
525
$103K 0.01%
16,729
19 20
21
22 23