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
$2.03B
AUM Growth
+$1.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
633
New
Increased
Reduced
Closed

Top Buys

1
+$80.9M
2
+$74.7M
3
+$73.1M
4
AMZN icon
Amazon
AMZN
+$57.4M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$31.9M

Top Sells

1
+$4.27M
2
+$1.24M
3
+$755K
4
GFS icon
GlobalFoundries
GFS
+$633K
5
TFLO icon
iShares Treasury Floating Rate Bond ETF
TFLO
+$632K

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
626
$13.1K ﹤0.01%
+10,013
627
$10.6K ﹤0.01%
11,000
628
– –
-1,196
629
– –
-136,987
630
– –
-7,600
631
– –
-14,945
632
– –
-519
633
– –
-31,150
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