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
$1.15B
AUM Growth
+$125M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
568
New
Increased
Reduced
Closed

Top Buys

1
+$5.19M
2
+$5.01M
3
+$3.52M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$3.17M
5
AAPL icon
Apple
AAPL
+$2.83M

Top Sells

1
+$3.01M
2
+$1.24M
3
+$1.21M
4
HTGC icon
Hercules Capital
HTGC
+$1.07M
5
HD icon
Home Depot
HD
+$974K

Sector Composition

1 Technology 18.49%
2 Energy 11.74%
3 Financials 6.33%
4 Consumer Discretionary 5.98%
5 Healthcare 5.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.41M 0.3%
10,421
+487
77
$3.4M 0.3%
22,055
-264
78
$3.37M 0.29%
16,867
-1,322
79
$3.36M 0.29%
22,235
+1,124
80
$3.33M 0.29%
190,461
+21,700
81
$3.3M 0.29%
73,246
82
$3.3M 0.29%
51,664
-461
83
$3.28M 0.29%
53,940
84
$3.13M 0.27%
361,768
+55,645
85
$3.06M 0.27%
42,743
-1,794
86
$3M 0.26%
48,325
+12,299
87
$2.97M 0.26%
75,255
+571
88
$2.96M 0.26%
133,502
+27,997
89
$2.95M 0.26%
6,438
-12
90
$2.95M 0.26%
169,326
+3,958
91
$2.93M 0.26%
73,216
+11,825
92
$2.93M 0.26%
74,318
+3,056
93
$2.86M 0.25%
18,140
-194
94
$2.84M 0.25%
69,561
-9,959
95
$2.83M 0.25%
39,606
+2,365
96
$2.81M 0.24%
36,428
+795
97
$2.73M 0.24%
200,350
+32,658
98
$2.69M 0.23%
146,957
+15,009
99
$2.66M 0.23%
7,327
-289
100
$2.62M 0.23%
52,400
+1,690
2 3
4
5 6