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
$200M
AUM Growth
+$38.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
206
New
Increased
Reduced
Closed

Top Buys

1
+$6.5M
2
+$4.65M
3
+$4.38M
4
CTBI icon
Community Trust Bancorp
CTBI
+$3.51M
5
ISRG icon
Intuitive Surgical
ISRG
+$2.72M

Top Sells

1
+$1.69M
2
+$1.37M
3
+$1.15M
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$1.12M
5
META icon
Meta Platforms (Facebook)
META
+$1.07M

Sector Composition

1 Financials 14.78%
2 Technology 11.29%
3 Industrials 10.09%
4 Communication Services 7.86%
5 Consumer Discretionary 5.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$541K 0.27%
5,834
+145
77
$539K 0.27%
+4,286
78
$533K 0.27%
6,919
-879
79
$528K 0.26%
21,830
+379
80
$520K 0.26%
3,423
+310
81
$515K 0.26%
7,064
-1,661
82
$514K 0.26%
9,967
+50
83
$514K 0.26%
4,719
-756
84
$502K 0.25%
4,600
+466
85
$463K 0.23%
3,157
-369
86
$455K 0.23%
3,356
-881
87
$453K 0.23%
5,630
+640
88
$453K 0.23%
15,787
-11
89
$451K 0.22%
4,175
+270
90
$449K 0.22%
13,333
+1,689
91
$447K 0.22%
7,860
+18
92
$441K 0.22%
+7,744
93
$431K 0.22%
8,344
-84
94
$428K 0.21%
3,143
+1,522
95
$427K 0.21%
+2,504
96
$425K 0.21%
9,216
+1,161
97
$422K 0.21%
9,832
-38
98
$419K 0.21%
+3,808
99
$419K 0.21%
20,600
+3,450
100
$417K 0.21%
2,270
+159
2 3
4
5 6