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
526
$259K 0.02%
9,790
-12,026
527
$259K 0.02%
3,349
-3,105
528
$257K 0.02%
5,029
-4,591
529
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+1,760
530
$253K 0.02%
3,244
531
$245K 0.02%
7,768
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532
$245K 0.02%
7,060
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533
$243K 0.02%
3,095
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534
$241K 0.02%
10,480
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535
$241K 0.02%
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536
$240K 0.02%
2,573
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537
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4,970
-6,108
538
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539
$235K 0.02%
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540
$235K 0.02%
4,481
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541
$234K 0.02%
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543
$231K 0.01%
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544
$231K 0.01%
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545
$228K 0.01%
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546
$225K 0.01%
7,215
-7,213
547
$225K 0.01%
9,300
548
$223K 0.01%
+1,035
549
$222K 0.01%
+3,379
550
$219K 0.01%
1,398
-308
20 21
22
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