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
$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
551
– –
-846
552
– –
-8,820
553
– –
-38,858
554
– –
-2,283
555
– –
-9,459
556
– –
-10,041
557
– –
-2,236
558
– –
-1,711
559
– –
-1,600
560
– –
-22,000
561
– –
-8,786
562
– –
-4,546
563
– –
-255,250
564
– –
-15,667
565
– –
-5,126
566
– –
-2,590
567
– –
-10,492
568
– –
-6,925
569
– –
-7,745
570
– –
-2,242
571
– –
-1,333
19 20 21 22
23