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
$2.03B
AUM Growth
+$1.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
633
New
Increased
Reduced
Closed

Top Buys

1
+$84.4M
2
+$77.1M
3
+$73.6M
4
AMZN icon
Amazon
AMZN
+$58.6M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$33.2M

Top Sells

1
+$4.27M
2
+$1.26M
3
+$757K
4
TFLO icon
iShares Treasury Floating Rate Bond ETF
TFLO
+$633K
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$592K

Sector Composition

1 Technology 19.06%
2 Financials 7.17%
3 Healthcare 6.34%
4 Consumer Discretionary 5.63%
5 Energy 5.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$8.75M 0.43%
+30,887
52
$8.66M 0.43%
369,326
+67,317
53
$8.01M 0.39%
+9,039
54
$7.77M 0.38%
+33,713
55
$7.75M 0.38%
+64,005
56
$7.74M 0.38%
29,600
-1,250
57
$7.69M 0.38%
+146,091
58
$7.26M 0.36%
+292,592
59
$7.25M 0.36%
109,567
+5,107
60
$7.2M 0.35%
+61,593
61
$7.17M 0.35%
+254,529
62
$7.09M 0.35%
+9,161
63
$6.91M 0.34%
+34,910
64
$6.9M 0.34%
+42,560
65
$6.74M 0.33%
+243,399
66
$6.58M 0.32%
78,513
+2,198
67
$6.49M 0.32%
23,729
+850
68
$6.32M 0.31%
+15,137
69
$6.27M 0.31%
157,354
+11,171
70
$6.23M 0.31%
67,843
+9,044
71
$6.18M 0.3%
36,282
+9,727
72
$6.09M 0.3%
+63,442
73
$5.97M 0.29%
31,318
+303
74
$5.91M 0.29%
71,283
-3,569
75
$5.75M 0.28%
11,639
+100
1 2
3
4 5