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
$1.57B
AUM Growth
-$65.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
622
New
Increased
Reduced
Closed

Top Buys

1
+$10.9M
2
+$9.02M
3
+$7.22M
4
SYBT icon
Stock Yards Bancorp
SYBT
+$5.75M
5
AVGO icon
Broadcom
AVGO
+$5.22M

Top Sells

1
+$61.5M
2
+$45.1M
3
+$40.9M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$22.8M
5
AMD icon
Advanced Micro Devices
AMD
+$15M

Sector Composition

1 Technology 19.02%
2 Financials 7.04%
3 Healthcare 6.76%
4 Energy 6.06%
5 Consumer Discretionary 5.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$4.63M 0.3%
84,386
-84,242
77
$4.48M 0.29%
25,618
+1,994
78
$4.47M 0.29%
18,194
+11,571
79
$4.46M 0.28%
53,139
+5,702
80
$4.4M 0.28%
+136,790
81
$4.34M 0.28%
15,078
+6,124
82
$4.33M 0.28%
28,507
+23,130
83
$4.18M 0.27%
11,924
+9,382
84
$4.13M 0.26%
53,385
+256
85
$4.04M 0.26%
+69,297
86
$4.03M 0.26%
6,917
-3,853
87
$3.98M 0.25%
170,253
-170,181
88
$3.93M 0.25%
222,610
+5,465
89
$3.86M 0.25%
28,296
-3,057
90
$3.81M 0.24%
+48,979
91
$3.69M 0.24%
419,965
-408,949
92
$3.68M 0.23%
20,569
-781
93
$3.65M 0.23%
+30,680
94
$3.62M 0.23%
+171,371
95
$3.59M 0.23%
21,289
+1,345
96
$3.54M 0.23%
+24,191
97
$3.52M 0.23%
122,344
-1,608
98
$3.5M 0.22%
13,429
-11,347
99
$3.48M 0.22%
21,443
-13,539
100
$3.47M 0.22%
112,009
+24,373
2 3
4
5 6