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
526
$93.5K 0.01%
11,000
527
$90.8K 0.01%
16,652
-5,637
528
$85K 0.01%
10,358
529
$83.6K 0.01%
10,217
-883
530
$80.2K ﹤0.01%
21,342
-2,603
531
$56.8K ﹤0.01%
+16,660
532
$51.9K ﹤0.01%
15,363
+3,700
533
$51.8K ﹤0.01%
225,000
+69,000
534
$44.5K ﹤0.01%
525
535
$40.8K ﹤0.01%
11,200
536
$27.4K ﹤0.01%
+18,250
537
$12.8K ﹤0.01%
11,000
538
$6.75K ﹤0.01%
11,150
539
$5.11K ﹤0.01%
+1,429
540
$1.2K ﹤0.01%
10,000
541
– –
-1,639
542
– –
-1,069
543
– –
-6,329
544
– –
-11,037
545
– –
-28,528
546
– –
-6,062
547
– –
-9,187
548
– –
-5,027
549
– –
-3,417
550
– –
-4,354
19 20 21
22
23