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
576
$121K 0.01%
23,106
+226
577
$118K 0.01%
11,900
-11,900
578
$100K 0.01%
37,605
-37,605
579
$91.5K 0.01%
29,500
+11,250
580
$91.3K 0.01%
16,813
+84
581
$89.1K 0.01%
17,549
-16,661
582
$84.1K 0.01%
19,660
+3,000
583
$78.5K 0.01%
18,972
-2,370
584
$69.2K ﹤0.01%
10,851
-10,851
585
$65.8K ﹤0.01%
10,358
586
$60.3K ﹤0.01%
12,085
-30,955
587
$50.7K ﹤0.01%
10,321
-6,331
588
$43.2K ﹤0.01%
11,200
589
$41.4K ﹤0.01%
534
+9
590
$24.5K ﹤0.01%
+10,000
591
$8.31K ﹤0.01%
11,000
592
$6.99K ﹤0.01%
11,150
593
– –
-4,713
594
– –
-6,240
595
– –
-1,091
596
– –
-8,497
597
– –
-7,737
598
– –
-15,363
599
– –
-44,000
600
– –
-10,012
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