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
$1.19B
AUM Growth
+$39.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
571
New
Increased
Reduced
Closed

Top Buys

1
+$3.55M
2
+$2.06M
3
+$1.84M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.81M
5
SLV icon
iShares Silver Trust
SLV
+$1.72M

Top Sells

1
+$7.22M
2
+$5.85M
3
+$3.83M
4
VVV icon
Valvoline
VVV
+$3.75M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$2.89M

Sector Composition

1 Technology 19.71%
2 Energy 10.76%
3 Financials 6.27%
4 Healthcare 6.05%
5 Consumer Discretionary 6.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.16M 0.27%
387,756
+25,988
77
$3.14M 0.26%
64,886
-4,746
78
$3.09M 0.26%
77,076
+2,758
79
$3.04M 0.26%
34,055
-2,904
80
$3.04M 0.26%
76,730
+1,475
81
$3.02M 0.25%
169,190
-136
82
$2.98M 0.25%
17,130
-5,105
83
$2.98M 0.25%
19,594
+668
84
$2.96M 0.25%
133,188
-314
85
$2.94M 0.25%
75,657
+2,441
86
$2.93M 0.25%
211,554
+11,204
87
$2.88M 0.24%
95,665
+50,843
88
$2.85M 0.24%
12,947
+1,111
89
$2.85M 0.24%
5,950
-488
90
$2.84M 0.24%
151,388
+4,431
91
$2.81M 0.24%
53,750
+1,350
92
$2.8M 0.24%
13,266
-3,679
93
$2.78M 0.23%
6,319
-171
94
$2.77M 0.23%
13,904
+294
95
$2.74M 0.23%
33,860
+22,680
96
$2.58M 0.22%
17,858
-1,254
97
$2.56M 0.22%
122,613
+82,367
98
$2.54M 0.21%
16,678
-1,462
99
$2.54M 0.21%
54,453
+1,288
100
$2.52M 0.21%
54,319
-1,249
2 3
4
5 6