MWM

Meridian Wealth Management Portfolio holdings

AUM $2.84B
1-Year Est. Return 28.25%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.25%
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
+$64.9M
2
+$48.7M
3
+$38.7M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$25.5M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$17.8M

Top Sells

1
+$26.6M
2
+$2.16M
3
+$2.07M
4
NVDA icon
NVIDIA
NVDA
+$1.45M
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
551
– –
-12,252
552
– –
-23,760
553
– –
-506
554
– –
-2,379
555
– –
-5,457
556
– –
-13,304
557
– –
-7,450
558
– –
-1,202
559
– –
-33,981
560
– –
-14,850
561
– –
-7,485
562
– –
-15,922
563
– –
-4,108
564
– –
0
565
– –
-11,418
566
– –
-497,222
567
– –
-11,383
19 20 21 22
23