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
$208M
AUM Growth
-$4.47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
226
New
Increased
Reduced
Closed

Top Buys

1
+$4.36M
2
+$2.3M
3
+$1.83M
4
DIS icon
Walt Disney
DIS
+$1.62M
5
AMD icon
Advanced Micro Devices
AMD
+$1.59M

Top Sells

1
+$13M
2
+$7.41M
3
+$6.6M
4
AAPL icon
Apple
AAPL
+$6.47M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.09M

Sector Composition

1 Financials 14.27%
2 Technology 13.04%
3 Consumer Discretionary 11.73%
4 Communication Services 8.75%
5 Industrials 7.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$812K 0.39%
7,694
-19
52
$768K 0.37%
45,722
+190
53
$765K 0.37%
4,195
+115
54
$763K 0.37%
12,432
+836
55
$747K 0.36%
11,180
+300
56
$736K 0.35%
2,610
-194
57
$734K 0.35%
+19,318
58
$723K 0.35%
5,294
-29
59
$720K 0.35%
24,430
-6,357
60
$719K 0.35%
19,055
-2,719
61
$719K 0.35%
5,770
+428
62
$701K 0.34%
12,461
63
$670K 0.32%
25,073
+1,421
64
$660K 0.32%
2,234
-320
65
$653K 0.31%
8,409
-705
66
$651K 0.31%
33,726
-603
67
$627K 0.3%
6,940
-65
68
$606K 0.29%
10,134
+217
69
$580K 0.28%
11,350
70
$561K 0.27%
15,996
-108
71
$557K 0.27%
10,560
-4
72
$551K 0.27%
12,398
+466
73
$548K 0.26%
93,320
+40
74
$543K 0.26%
11,337
+677
75
$542K 0.26%
1,816
+45
1 2
3
4 5