MWM

Meridian Wealth Management Portfolio holdings

AUM $2.61B
1-Year Est. Return 29.73%
This Quarter Est. Return
1 Year Est. Return
+29.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$929M
AUM Growth
-$293M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
580
New
Increased
Reduced
Closed

Top Buys

1
+$9.79M
2
+$2M
3
+$1.82M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.56M
5
BIIB icon
Biogen
BIIB
+$1.53M

Top Sells

1
+$9.27M
2
+$8.62M
3
+$7.96M
4
CTVA icon
Corteva
CTVA
+$7.46M
5
BX icon
Blackstone
BX
+$6.78M

Sector Composition

1 Technology 16.22%
2 Energy 11.99%
3 Consumer Discretionary 6.5%
4 Financials 6.36%
5 Healthcare 6.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
– –
-13,107
552
– –
-12,985
553
– –
-1,115
554
– –
-89,233
555
– –
-5,209
556
– –
-10,830
557
– –
-67,137
558
– –
-6,632
559
– –
-2,758
560
– –
-10,000
561
– –
-10,000
562
– –
-9,723
563
– –
-28,296
564
– –
-7,260
565
– –
-1,238
566
– –
-3,300
567
– –
-33,376
568
– –
-4,470
569
– –
-345,611
570
– –
-4,245
571
– –
-4,520
572
– –
-6,322
573
– –
-16,000
574
– –
-1,443
575
– –
-7,009
20 21 22
23
24