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
$200M
AUM Growth
+$38.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
206
New
Increased
Reduced
Closed

Top Buys

1
+$6.5M
2
+$4.65M
3
+$4.38M
4
CTBI icon
Community Trust Bancorp
CTBI
+$3.51M
5
ISRG icon
Intuitive Surgical
ISRG
+$2.72M

Top Sells

1
+$1.69M
2
+$1.37M
3
+$1.15M
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$1.12M
5
META icon
Meta Platforms (Facebook)
META
+$1.07M

Sector Composition

1 Financials 14.78%
2 Technology 11.29%
3 Industrials 10.09%
4 Communication Services 7.86%
5 Consumer Discretionary 5.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$764K 0.38%
8,837
-2,881
52
$754K 0.38%
9,517
-6,858
53
$742K 0.37%
7,796
-517
54
$733K 0.37%
69,762
+3,330
55
$728K 0.36%
8,823
+272
56
$723K 0.36%
7,008
+810
57
$723K 0.36%
15,398
+1,717
58
$700K 0.35%
6,927
+365
59
$695K 0.35%
334
-142
60
$680K 0.34%
40,364
+748
61
$667K 0.33%
15,075
+217
62
$656K 0.33%
4,462
+165
63
$648K 0.32%
12,461
-50
64
$629K 0.31%
+21,155
65
$627K 0.31%
9,305
+200
66
$601K 0.3%
7,147
-48
67
$600K 0.3%
66,896
+6,800
68
$598K 0.3%
8,995
-3,281
69
$597K 0.3%
+3,251
70
$573K 0.29%
10,299
+4,051
71
$569K 0.28%
34,830
+483
72
$566K 0.28%
+19,092
73
$561K 0.28%
+5,404
74
$541K 0.27%
4,064
-72
75
$541K 0.27%
10,480
+5,700
1 2
3
4 5