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
$208M
AUM Growth
-$4.47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
226
New
Increased
Reduced
Closed

Top Buys

1
+$4.36M
2
+$2.3M
3
+$1.83M
4
DIS icon
Walt Disney
DIS
+$1.62M
5
AMD icon
Advanced Micro Devices
AMD
+$1.59M

Top Sells

1
+$13M
2
+$7.41M
3
+$6.6M
4
AAPL icon
Apple
AAPL
+$6.47M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.09M

Sector Composition

1 Financials 14.27%
2 Technology 13.04%
3 Consumer Discretionary 11.73%
4 Communication Services 8.75%
5 Industrials 7.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$538K 0.26%
3,060
-22
77
$536K 0.26%
7,732
-267
78
$536K 0.26%
+3,382
79
$534K 0.26%
3,762
+726
80
$523K 0.25%
8,022
+130
81
$519K 0.25%
8,720
-804
82
$510K 0.25%
6,874
-98
83
$506K 0.24%
27,660
+9,060
84
$504K 0.24%
11,508
+120
85
$501K 0.24%
2,893
-25
86
$501K 0.24%
12,932
+560
87
$495K 0.24%
2,992
+82
88
$493K 0.24%
13,268
+156
89
$484K 0.23%
1,648
+78
90
$478K 0.23%
9,514
+56
91
$478K 0.23%
+3,470
92
$461K 0.22%
20,300
+4,020
93
$460K 0.22%
5,234
+1,212
94
$459K 0.22%
3,588
-147
95
$453K 0.22%
+2,605
96
$453K 0.22%
6,261
-4,946
97
$453K 0.22%
11,400
+3,250
98
$449K 0.22%
10,520
+54
99
$445K 0.21%
16,286
+840
100
$443K 0.21%
3,890
-599
2 3
4
5 6