MWM
Meridian Wealth Management Portfolio holdings
AUM
$2.34B
This Quarter Return
+8.19%
1 Year Return
+23.51%
3 Year Return
+96.6%
5 Year Return
+194.56%
10 Year Return
–
AUM
$162M
AUM Growth
+$162M
(+2.9%)
Cap. Flow
+$2.65M
Cap. Flow
% of AUM
1.63%
Top 10 Holdings %
Top 10 Hldgs %
38.39%
Holding
169
New
6
Increased
78
Reduced
23
Closed
2
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$357K |
| 2 |
iShares Global Tech ETF
IXN
|
$275K |
| 3 |
Schwab US Mid-Cap ETF
SCHM
|
$265K |
| 4 |
Schwab International Small-Cap Equity ETF
SCHC
|
$252K |
| 5 |
Fifth Third Bancorp
FITB
|
$206K |
Top Sells
| 1 |
Shopify
SHOP
|
$413K |
| 2 |
Veeva Systems
VEEV
|
$216K |
| 3 |
GE Aerospace
GE
|
$160K |
| 4 |
MetLife
MET
|
$107K |
| 5 |
Berkshire Hathaway Class B
BRK.B
|
$99.6K |
Sector Composition
| 1 | Financials | 13.08% |
| 2 | Industrials | 8.58% |
| 3 | Consumer Discretionary | 7.09% |
| 4 | Healthcare | 6.9% |
| 5 | Communication Services | 6.51% |
