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
$1.19B
AUM Growth
+$39.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
571
New
Increased
Reduced
Closed

Top Buys

1
+$3.55M
2
+$2.06M
3
+$1.84M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.81M
5
SLV icon
iShares Silver Trust
SLV
+$1.72M

Top Sells

1
+$7.22M
2
+$5.85M
3
+$3.83M
4
VVV icon
Valvoline
VVV
+$3.75M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$2.89M

Sector Composition

1 Technology 19.71%
2 Energy 10.76%
3 Financials 6.27%
4 Healthcare 6.05%
5 Consumer Discretionary 6.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.67M 0.39%
208,617
+3,852
52
$4.65M 0.39%
212,520
-1,272
53
$4.45M 0.37%
92,885
-5,790
54
$4.42M 0.37%
24,784
+4,065
55
$4.37M 0.37%
83,499
-12,360
56
$4.36M 0.37%
53,686
-9,069
57
$4.34M 0.37%
57,494
-8,631
58
$4.33M 0.37%
20,508
-1,595
59
$4.26M 0.36%
12,453
+10,379
60
$4.18M 0.35%
41,979
-3,450
61
$4.13M 0.35%
31,098
-444
62
$4.1M 0.35%
77,062
-1,374
63
$4.07M 0.34%
63,652
+71
64
$3.84M 0.32%
24,408
-5,488
65
$3.71M 0.31%
21,832
-5,284
66
$3.67M 0.31%
48,493
+2,527
67
$3.56M 0.3%
21,903
-152
68
$3.51M 0.3%
15,546
-1,321
69
$3.51M 0.3%
76,205
+3,474
70
$3.5M 0.3%
103,900
-113,701
71
$3.46M 0.29%
63,579
-3,633
72
$3.45M 0.29%
200,104
+9,643
73
$3.41M 0.29%
72,657
-589
74
$3.36M 0.28%
8,287
-1,678
75
$3.23M 0.27%
202,443
-25,786
1 2
3
4 5