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
$1.57B
AUM Growth
-$65.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
622
New
Increased
Reduced
Closed

Top Buys

1
+$10.9M
2
+$9.02M
3
+$7.22M
4
SYBT icon
Stock Yards Bancorp
SYBT
+$5.75M
5
AVGO icon
Broadcom
AVGO
+$5.22M

Top Sells

1
+$61.5M
2
+$45.1M
3
+$40.9M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$22.8M
5
AMD icon
Advanced Micro Devices
AMD
+$15M

Sector Composition

1 Technology 19.02%
2 Financials 7.04%
3 Healthcare 6.76%
4 Energy 6.06%
5 Consumer Discretionary 5.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$6.56M 0.42%
34,185
+3,099
52
$6.4M 0.41%
86,990
+48,817
53
$6.39M 0.41%
84,784
-84,802
54
$6.33M 0.4%
81,295
+1,164
55
$6.27M 0.4%
24,069
+1,363
56
$6.17M 0.39%
332,700
-334,068
57
$6.04M 0.39%
117,384
+111,732
58
$6.04M 0.39%
93,021
+112
59
$6.02M 0.38%
239,640
-243,468
60
$5.88M 0.38%
22,352
+1,316
61
$5.87M 0.38%
116,233
+95,782
62
$5.8M 0.37%
80,532
-878
63
$5.59M 0.36%
54,001
-9,921
64
$5.51M 0.35%
37,358
-35,734
65
$5.39M 0.34%
69,998
+18,178
66
$5.33M 0.34%
182,641
+5,768
67
$5.28M 0.34%
12,373
+7,288
68
$5.2M 0.33%
69,612
-62,604
69
$5.09M 0.33%
26,642
+1,292
70
$5.05M 0.32%
45,869
-40,527
71
$4.81M 0.31%
28,254
+2,094
72
$4.8M 0.31%
110,998
+12,113
73
$4.76M 0.3%
100,250
-7,064
74
$4.74M 0.3%
+205,656
75
$4.72M 0.3%
56,101
+34,725
1 2
3
4 5