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
501
$321K 0.02%
+3,952
502
$321K 0.02%
+698
503
$320K 0.02%
12,411
-883
504
$318K 0.02%
+6,510
505
$316K 0.02%
14,307
506
$315K 0.02%
15,433
-1,985
507
$312K 0.02%
5,517
-163
508
$311K 0.02%
5,959
+29
509
$309K 0.02%
2,289
-9
510
$309K 0.02%
+5,762
511
$307K 0.02%
+3,081
512
$306K 0.02%
1,720
-237
513
$306K 0.02%
1,353
-851
514
$306K 0.02%
7,053
-1,006
515
$305K 0.02%
6,331
-420
516
$303K 0.01%
+4,592
517
$302K 0.01%
+1,711
518
$302K 0.01%
7,207
-1
519
$300K 0.01%
+4,087
520
$298K 0.01%
+15,004
521
$298K 0.01%
745
+10
522
$297K 0.01%
145
+1
523
$297K 0.01%
24,895
+19
524
$297K 0.01%
3,161
+59
525
$294K 0.01%
+4,734
19 20
21
22 23