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
551
$218K 0.01%
+314
552
$215K 0.01%
3,889
553
$215K 0.01%
4,466
554
$215K 0.01%
+2,355
555
$215K 0.01%
+7,557
556
$214K 0.01%
4,800
-1,497
557
$214K 0.01%
4,792
-515
558
$213K 0.01%
+2,058
559
$213K 0.01%
4,782
-4,722
560
$213K 0.01%
+6,590
561
$213K 0.01%
+1,926
562
$213K 0.01%
+1,292
563
$213K 0.01%
+1,600
564
$211K 0.01%
+1,739
565
$209K 0.01%
+1,102
566
$208K 0.01%
+7,255
567
$205K 0.01%
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568
$204K 0.01%
+4,505
569
$203K 0.01%
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570
$200K 0.01%
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571
$200K 0.01%
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572
$195K 0.01%
+10,000
573
$164K 0.01%
19,287
-886
574
$153K 0.01%
71,995
+2,460
575
$150K 0.01%
503,500
+278,500
21 22
23
24 25