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
$929M
AUM Growth
-$293M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
580
New
Increased
Reduced
Closed

Top Buys

1
+$9.79M
2
+$2M
3
+$1.82M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.56M
5
BIIB icon
Biogen
BIIB
+$1.53M

Top Sells

1
+$9.27M
2
+$8.62M
3
+$7.96M
4
CTVA icon
Corteva
CTVA
+$7.46M
5
BX icon
Blackstone
BX
+$6.78M

Sector Composition

1 Technology 16.22%
2 Energy 11.99%
3 Consumer Discretionary 6.5%
4 Financials 6.36%
5 Healthcare 6.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.83M 0.3%
20,876
-14,055
77
$2.81M 0.3%
166,202
+8,515
78
$2.8M 0.3%
9,566
-16,949
79
$2.8M 0.3%
35,720
-8,219
80
$2.8M 0.3%
44,413
-104
81
$2.78M 0.3%
12,979
-3,367
82
$2.77M 0.3%
126,430
-86,627
83
$2.76M 0.3%
109,008
-350
84
$2.76M 0.3%
6,873
-2,876
85
$2.71M 0.29%
16,432
-60
86
$2.69M 0.29%
49,206
-100
87
$2.67M 0.29%
128,101
+42,929
88
$2.63M 0.28%
31,365
-110,687
89
$2.54M 0.27%
20,587
-8,403
90
$2.5M 0.27%
308,929
-52,651
91
$2.48M 0.27%
65,399
-5,205
92
$2.45M 0.26%
134,281
+2,753
93
$2.35M 0.25%
141,553
+9,681
94
$2.35M 0.25%
63,581
-2,288
95
$2.32M 0.25%
66,449
-7,072
96
$2.32M 0.25%
11,897
-809
97
$2.31M 0.25%
163,880
-82,016
98
$2.3M 0.25%
24,128
-8,867
99
$2.27M 0.24%
32,033
-3,978
100
$2.25M 0.24%
32,545
-1,380
2 3
4
5 6