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
601
$209K 0.01%
4,481
602
$209K 0.01%
+7,408
603
$207K 0.01%
+4,532
604
$207K 0.01%
+10,937
605
$206K 0.01%
+2,022
606
$205K 0.01%
+9,684
607
$203K 0.01%
+1,542
608
$202K 0.01%
+7,049
609
$202K 0.01%
+2,257
610
$190K 0.01%
82,840
+26,495
611
$141K 0.01%
14,000
612
$138K 0.01%
+12,250
613
$128K 0.01%
74,416
-1,275
614
$106K 0.01%
604,700
-6,000
615
$81.8K ﹤0.01%
+3,353
616
$77K ﹤0.01%
+10,851
617
$74.6K ﹤0.01%
+13,592
618
$71.2K ﹤0.01%
15,649
+975
619
$69.2K ﹤0.01%
13,563
+2
620
$57.1K ﹤0.01%
13,885
-1,943
621
$45.4K ﹤0.01%
11,200
622
$44.3K ﹤0.01%
10,422
-301
623
$34.8K ﹤0.01%
+15,000
624
$29.6K ﹤0.01%
20,500
-45,000
625
$16.5K ﹤0.01%
+10,000
22 23 24
25
26