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
526
$123K 0.01%
24,393
-867
527
$107K 0.01%
11,000
528
$104K 0.01%
16,729
-390
529
$101K 0.01%
20,201
+2,400
530
$99.5K 0.01%
11,100
-200
531
$96.8K 0.01%
16,692
+384
532
$88.8K 0.01%
23,945
+310
533
$78K 0.01%
156,000
-31,300
534
$75.7K 0.01%
14,850
-19,232
535
$72.6K 0.01%
10,358
536
$70.2K 0.01%
10,851
537
$60.1K 0.01%
+525
538
$59.9K 0.01%
+506
539
$53.4K ﹤0.01%
30,000
540
$46.7K ﹤0.01%
+11,663
541
$42.3K ﹤0.01%
11,200
542
$15.5K ﹤0.01%
11,000
543
$12.6K ﹤0.01%
11,150
544
– –
0
545
$2K ﹤0.01%
10,000
546
– –
-38,858
547
– –
-2,283
548
– –
-9,459
549
– –
-10,272
550
– –
-5,087
19 20 21
22
23