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
501
$300K 0.02%
+5,773
502
$299K 0.02%
5,698
+707
503
$298K 0.02%
8,185
+175
504
$294K 0.02%
4,605
-4,725
505
$292K 0.02%
4,321
-175
506
$291K 0.02%
4,367
-132
507
$290K 0.02%
10,989
-11,075
508
$288K 0.02%
+1,446
509
$281K 0.02%
3,146
+7
510
$278K 0.02%
+2,690
511
$277K 0.02%
+3,870
512
$276K 0.02%
1,116
-1,080
513
$275K 0.02%
+5,180
514
$274K 0.02%
3,979
-3,565
515
$272K 0.02%
7,312
+72
516
$271K 0.02%
5,567
+142
517
$266K 0.02%
2,331
-2,287
518
$264K 0.02%
3,420
+75
519
$263K 0.02%
9,250
-350
520
$262K 0.02%
22,880
+873
521
$262K 0.02%
2,071
+1
522
$262K 0.02%
11,757
+211
523
$260K 0.02%
76,821
+2,550
524
$260K 0.02%
1,548
+32
525
$260K 0.02%
15,120
-256
19 20
21
22 23