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
$929M
AUM Growth
-$293M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
580
New
Increased
Reduced
Closed

Top Buys

1
+$9.79M
2
+$2M
3
+$1.82M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.56M
5
BIIB icon
Biogen
BIIB
+$1.53M

Top Sells

1
+$9.27M
2
+$8.62M
3
+$7.96M
4
CTVA icon
Corteva
CTVA
+$7.46M
5
BX icon
Blackstone
BX
+$6.78M

Sector Composition

1 Technology 16.22%
2 Energy 11.99%
3 Consumer Discretionary 6.5%
4 Financials 6.36%
5 Healthcare 6.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.74M 0.4%
31,455
+8,161
52
$3.59M 0.39%
20,232
-4,523
53
$3.5M 0.38%
24,368
+8,013
54
$3.48M 0.37%
78,392
-33,144
55
$3.44M 0.37%
10,302
-19,699
56
$3.42M 0.37%
18,230
-6,274
57
$3.39M 0.37%
16,431
-545
58
$3.38M 0.36%
82,520
+14,712
59
$3.38M 0.36%
35,805
-28
60
$3.36M 0.36%
38,988
+21,158
61
$3.33M 0.36%
76,093
-5,152
62
$3.3M 0.36%
76,404
+10,068
63
$3.21M 0.34%
221,793
+7,197
64
$3.2M 0.34%
72,802
-91,777
65
$3.18M 0.34%
71,710
+12,100
66
$3.17M 0.34%
54,742
-3,927
67
$3.16M 0.34%
76,925
-1,153
68
$3.12M 0.34%
23,109
-8,787
69
$3.03M 0.33%
18,258
-79
70
$3.02M 0.32%
196,884
+15,927
71
$2.97M 0.32%
30,888
-9,855
72
$2.95M 0.32%
87,786
+2,116
73
$2.94M 0.32%
70,458
+3,303
74
$2.92M 0.31%
260,505
+33,569
75
$2.9M 0.31%
40,244
-71,166
1 2
3
4 5