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
551
$266K 0.01%
+3,425
552
$264K 0.01%
+2,126
553
$262K 0.01%
2,371
+288
554
$262K 0.01%
+9,012
555
$261K 0.01%
6,680
-1,290
556
$261K 0.01%
+2,951
557
$258K 0.01%
2,769
558
$257K 0.01%
+695
559
$256K 0.01%
+2,342
560
$256K 0.01%
44,177
+10,463
561
$255K 0.01%
3,046
-638
562
$255K 0.01%
10,550
+1,250
563
$254K 0.01%
+1,093
564
$253K 0.01%
4,620
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565
$250K 0.01%
+4,604
566
$249K 0.01%
+1,878
567
$246K 0.01%
3,925
-270
568
$245K 0.01%
2,751
-3
569
$243K 0.01%
19,760
+3,300
570
$242K 0.01%
3,475
-88
571
$241K 0.01%
+1,211
572
$241K 0.01%
+1,942
573
$240K 0.01%
6,599
-459
574
$240K 0.01%
+1,266
575
$237K 0.01%
5,188
21 22
23
24 25