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
$1.63B
AUM Growth
+$446M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
567
New
Increased
Reduced
Closed

Top Buys

1
+$60.6M
2
+$46.5M
3
+$36.7M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$25.2M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$17.1M

Top Sells

1
+$28.5M
2
+$2.16M
3
+$2.12M
4
NVDA icon
NVIDIA
NVDA
+$1.4M
5
CIBR icon
First Trust NASDAQ Cybersecurity ETF
CIBR
+$1.3M

Sector Composition

1 Technology 22.25%
2 Consumer Discretionary 7.82%
3 Energy 7.45%
4 Financials 6.9%
5 Healthcare 6.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$6.36M 0.39%
81,410
+9,950
52
$6.36M 0.39%
16,670
+8,383
53
$5.98M 0.37%
37,519
+3,582
54
$5.81M 0.36%
63,922
+30,062
55
$5.78M 0.35%
10,770
+6,759
56
$5.74M 0.35%
168,032
+92,375
57
$5.61M 0.34%
14,298
+656
58
$5.57M 0.34%
9,857
-101
59
$5.52M 0.34%
92,909
-701
60
$5.46M 0.33%
222,943
+19,506
61
$5.22M 0.32%
22,706
-3,176
62
$5.14M 0.32%
302,748
+133,558
63
$5.11M 0.31%
49,655
+1,541
64
$5.07M 0.31%
107,314
+1,520
65
$4.91M 0.3%
31,086
+19,170
66
$4.89M 0.3%
11,960
+7,156
67
$4.84M 0.3%
34,982
+17,124
68
$4.78M 0.29%
126,050
+49,320
69
$4.78M 0.29%
96,479
+3,654
70
$4.75M 0.29%
24,776
+11,510
71
$4.72M 0.29%
55,832
+27,691
72
$4.64M 0.28%
176,873
-1,027
73
$4.61M 0.28%
55,220
+350
74
$4.59M 0.28%
81,960
+41,550
75
$4.54M 0.28%
53,942
+26,353
1 2
3
4 5