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
$837M
AUM Growth
+$236M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
489
New
Increased
Reduced
Closed

Top Buys

1
+$97.3M
2
+$79.7M
3
+$44.9M
4
JPM icon
JPMorgan Chase
JPM
+$39.2M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$25.7M

Top Sells

1
+$67.5M
2
+$66.3M
3
+$50.9M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$29.2M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$17.6M

Sector Composition

1 Technology 17.68%
2 Energy 11.26%
3 Financials 9.66%
4 Communication Services 7.87%
5 Healthcare 7.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.1M 0.25%
+63,939
77
$2.02M 0.24%
+93,753
78
$2M 0.24%
+39,583
79
$1.97M 0.24%
+10,805
80
$1.94M 0.23%
+20,595
81
$1.91M 0.23%
+8,462
82
$1.89M 0.23%
+23,780
83
$1.87M 0.22%
+8,781
84
$1.81M 0.22%
+37,397
85
$1.77M 0.21%
+109,121
86
$1.77M 0.21%
+42,950
87
$1.75M 0.21%
+30,941
88
$1.7M 0.2%
+21,056
89
$1.64M 0.2%
+40,028
90
$1.63M 0.19%
+18,788
91
$1.61M 0.19%
+9,270
92
$1.61M 0.19%
+19,445
93
$1.6M 0.19%
+15,798
94
$1.6M 0.19%
+30,461
95
$1.54M 0.18%
+15,737
96
$1.47M 0.18%
+56,897
97
$1.46M 0.17%
+58,162
98
$1.43M 0.17%
+23,943
99
$1.42M 0.17%
+358
100
$1.39M 0.17%
+47,229
2 3
4
5 6