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
526
$290K 0.01%
+2,081
527
$290K 0.01%
1,486
+21
528
$290K 0.01%
+6,029
529
$289K 0.01%
+9,797
530
$288K 0.01%
+10,430
531
$288K 0.01%
7,352
-112
532
$286K 0.01%
1,098
+31
533
$281K 0.01%
605
+19
534
$280K 0.01%
+2,308
535
$279K 0.01%
+3,955
536
$279K 0.01%
6,960
-940
537
$277K 0.01%
6,026
-1,590
538
$275K 0.01%
+2,055
539
$275K 0.01%
+4,808
540
$274K 0.01%
1,350
-35
541
$272K 0.01%
+20,145
542
$272K 0.01%
+983
543
$271K 0.01%
20,163
-2,511
544
$271K 0.01%
2,282
-1,064
545
$270K 0.01%
5,414
-383
546
$270K 0.01%
+6,480
547
$270K 0.01%
+1,692
548
$268K 0.01%
+11,028
549
$267K 0.01%
+2,208
550
$267K 0.01%
2,437
+32
20 21
22
23 24