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
526
$102K 0.01%
+11,300
527
$98K 0.01%
+10,272
528
$93.6K 0.01%
16,308
+849
529
$92.4K 0.01%
34,592
-45
530
$87.8K 0.01%
15,000
531
$87.2K 0.01%
23,635
-2,801
532
$84.9K 0.01%
17,801
+3,983
533
$80.6K 0.01%
106,250
+34,500
534
$67.3K 0.01%
10,851
535
$65.9K 0.01%
+10,358
536
$42.7K ﹤0.01%
11,200
537
$42K ﹤0.01%
1,600
-200
538
$37.5K ﹤0.01%
30,000
539
$33.9K ﹤0.01%
22,000
-2,600
540
$22.5K ﹤0.01%
180,000
-12,000
541
$15.1K ﹤0.01%
+11,150
542
$13.5K ﹤0.01%
+11,000
543
– –
0
544
$3.2K ﹤0.01%
1,333
545
$820 ﹤0.01%
10,000
546
– –
-2,372
547
– –
-17,000
548
– –
-7,390
549
– –
-5,574
550
– –
-4,748
19 20 21
22
23