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
$929M
AUM Growth
-$293M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
580
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$2.23M
3
+$1.89M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.66M
5
IHF icon
iShares US Healthcare Providers ETF
IHF
+$1.39M

Top Sells

1
+$9.77M
2
+$9.52M
3
+$7.96M
4
BX icon
Blackstone
BX
+$7.84M
5
CTVA icon
Corteva
CTVA
+$7.46M

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
576
– –
-70,382
577
– –
-1,575
578
– –
-3,100
579
– –
-15,061
580
– –
-16,650
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