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
576
$237K 0.01%
+981
577
$237K 0.01%
+6,274
578
$235K 0.01%
+5,770
579
$233K 0.01%
+78,450
580
$233K 0.01%
+1,159
581
$233K 0.01%
3,321
582
$232K 0.01%
3,797
+14
583
$231K 0.01%
+1,872
584
$231K 0.01%
5,542
-369
585
$229K 0.01%
+1,821
586
$229K 0.01%
+1,572
587
$226K 0.01%
+1,741
588
$226K 0.01%
+2,546
589
$225K 0.01%
+2,858
590
$223K 0.01%
+2,579
591
$222K 0.01%
+2,318
592
$222K 0.01%
4,346
593
$220K 0.01%
803
+55
594
$219K 0.01%
+2,412
595
$216K 0.01%
+4,233
596
$216K 0.01%
4,238
597
$216K 0.01%
5,210
-1,660
598
$216K 0.01%
+6,486
599
$210K 0.01%
+442
600
$209K 0.01%
+938
22 23
24
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