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
$837M
AUM Growth
+$236M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
489
New
Increased
Reduced
Closed

Top Buys

1
+$97.3M
2
+$79.7M
3
+$44.9M
4
JPM icon
JPMorgan Chase
JPM
+$39.2M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$25.7M

Top Sells

1
+$67.5M
2
+$66.3M
3
+$50.9M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$29.2M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$17.6M

Sector Composition

1 Technology 17.68%
2 Energy 11.26%
3 Financials 9.66%
4 Communication Services 7.87%
5 Healthcare 7.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.94M 0.47%
+20,001
52
$3.83M 0.46%
+254,594
53
$3.75M 0.45%
+26,555
54
$3.71M 0.44%
+177,850
55
$3.68M 0.44%
+64,270
56
$3.6M 0.43%
+86,875
57
$3.53M 0.42%
+36,351
58
$3.52M 0.42%
+179,479
59
$3.39M 0.41%
+26,923
60
$3.31M 0.4%
+70,712
61
$3M 0.36%
+51,674
62
$2.91M 0.35%
+41,385
63
$2.82M 0.34%
+6,315
64
$2.79M 0.33%
+75,355
65
$2.59M 0.31%
+63,869
66
$2.53M 0.3%
+4,552
67
$2.51M 0.3%
+108,018
68
$2.45M 0.29%
+4,580
69
$2.35M 0.28%
+44,550
70
$2.32M 0.28%
+2,949
71
$2.25M 0.27%
+35,184
72
$2.19M 0.26%
+44,351
73
$2.16M 0.26%
+43,235
74
$2.16M 0.26%
+29,755
75
$2.16M 0.26%
+13,156
1 2
3
4 5