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
$1.15B
AUM Growth
+$125M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
568
New
Increased
Reduced
Closed

Top Buys

1
+$5.19M
2
+$5.01M
3
+$3.52M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$3.17M
5
AAPL icon
Apple
AAPL
+$2.83M

Top Sells

1
+$3.01M
2
+$1.24M
3
+$1.21M
4
HTGC icon
Hercules Capital
HTGC
+$1.07M
5
HD icon
Home Depot
HD
+$974K

Sector Composition

1 Technology 18.49%
2 Energy 11.74%
3 Financials 6.33%
4 Consumer Discretionary 5.98%
5 Healthcare 5.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.48M 0.39%
213,792
+2,722
52
$4.48M 0.39%
204,765
+4,140
53
$4.42M 0.39%
68,920
-420
54
$4.42M 0.39%
22,103
+2,053
55
$4.41M 0.38%
63,581
-2,624
56
$4.39M 0.38%
228,229
+29,937
57
$4.39M 0.38%
45,429
-3,783
58
$4.38M 0.38%
171,855
-300
59
$4.36M 0.38%
345,791
+101,511
60
$4.33M 0.38%
19,216
-398
61
$4.3M 0.38%
78,436
+4,587
62
$4.19M 0.37%
14,195
-3,300
63
$4.11M 0.36%
9,965
-213
64
$4.08M 0.36%
31,542
+325
65
$4.05M 0.35%
27,116
-8,080
66
$3.82M 0.33%
79,738
+1,461
67
$3.82M 0.33%
109,208
+200
68
$3.8M 0.33%
20,719
+14,494
69
$3.7M 0.32%
36,959
+2,519
70
$3.6M 0.31%
16,945
+76
71
$3.59M 0.31%
67,212
-3,417
72
$3.52M 0.31%
69,632
-7,476
73
$3.5M 0.31%
45,966
+41,595
74
$3.46M 0.3%
15,235
-162
75
$3.41M 0.3%
72,731
+20,726
1 2
3
4 5