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
$1.63B
AUM Growth
+$446M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
567
New
Increased
Reduced
Closed

Top Buys

1
+$60.6M
2
+$46.5M
3
+$36.7M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$25.2M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$17.1M

Top Sells

1
+$28.5M
2
+$2.16M
3
+$2.12M
4
NVDA icon
NVIDIA
NVDA
+$1.4M
5
CIBR icon
First Trust NASDAQ Cybersecurity ETF
CIBR
+$1.3M

Sector Composition

1 Technology 22.25%
2 Consumer Discretionary 7.82%
3 Energy 7.45%
4 Financials 6.9%
5 Healthcare 6.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$4.51M 0.28%
91,333
-1,552
77
$4.45M 0.27%
+238,650
78
$4.37M 0.27%
80,131
+7,704
79
$4.35M 0.27%
81,663
-1,836
80
$4.35M 0.27%
25,350
+566
81
$4.29M 0.26%
47,437
-6,249
82
$4.27M 0.26%
21,036
+528
83
$4.19M 0.26%
15,910
+8,392
84
$4.11M 0.25%
123,952
+58,091
85
$4.06M 0.25%
26,160
+4,257
86
$4.04M 0.25%
31,353
+255
87
$4.02M 0.25%
98,885
+21,809
88
$3.99M 0.24%
53,129
+4,636
89
$3.97M 0.24%
14,906
+7,357
90
$3.9M 0.24%
51,820
-5,674
91
$3.88M 0.24%
41,210
+23,939
92
$3.8M 0.23%
46,930
+12,875
93
$3.6M 0.22%
217,145
+17,041
94
$3.57M 0.22%
95,506
+46,791
95
$3.52M 0.22%
37,898
+19,015
96
$3.45M 0.21%
14,730
+7,067
97
$3.44M 0.21%
21,350
-482
98
$3.43M 0.21%
+23,624
99
$3.39M 0.21%
151,395
+18,207
100
$3.39M 0.21%
232,541
+20,987
2 3
4
5 6