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
$2.03B
AUM Growth
+$1.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
633
New
Increased
Reduced
Closed

Top Buys

1
+$84.4M
2
+$77.1M
3
+$73.6M
4
AMZN icon
Amazon
AMZN
+$58.6M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$33.2M

Top Sells

1
+$4.27M
2
+$1.26M
3
+$757K
4
TFLO icon
iShares Treasury Floating Rate Bond ETF
TFLO
+$633K
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$592K

Sector Composition

1 Technology 19.06%
2 Financials 7.17%
3 Healthcare 6.34%
4 Consumer Discretionary 5.63%
5 Energy 5.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$5.69M 0.28%
20,677
-4,571
77
$5.6M 0.28%
70,567
+2,348
78
$5.6M 0.28%
134,987
+113,571
79
$5.6M 0.28%
54,592
+18,241
80
$5.45M 0.27%
108,747
-3,288
81
$5.45M 0.27%
34,965
+2,373
82
$5.31M 0.26%
+31,072
83
$5.26M 0.26%
+21,614
84
$5.2M 0.26%
102,734
-12,504
85
$5.19M 0.26%
212,303
+13,869
86
$5.11M 0.25%
+15,846
87
$5.05M 0.25%
51,208
+1,040
88
$5.05M 0.25%
177,685
+378
89
$4.96M 0.24%
224,406
-6,947
90
$4.85M 0.24%
141,350
-523
91
$4.76M 0.23%
+87,186
92
$4.74M 0.23%
13,405
+309
93
$4.73M 0.23%
70,026
+2,904
94
$4.7M 0.23%
+59,688
95
$4.67M 0.23%
+18,927
96
$4.66M 0.23%
+26,813
97
$4.65M 0.23%
+51,510
98
$4.62M 0.23%
6,515
+265
99
$4.56M 0.22%
51,920
-361
100
$4.54M 0.22%
+169,476
2 3
4
5 6