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
$200M
AUM Growth
+$38.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
206
New
Increased
Reduced
Closed

Top Buys

1
+$6.5M
2
+$4.65M
3
+$4.38M
4
CTBI icon
Community Trust Bancorp
CTBI
+$3.51M
5
ISRG icon
Intuitive Surgical
ISRG
+$2.72M

Top Sells

1
+$1.69M
2
+$1.37M
3
+$1.15M
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$1.12M
5
META icon
Meta Platforms (Facebook)
META
+$1.07M

Sector Composition

1 Financials 14.78%
2 Technology 11.29%
3 Industrials 10.09%
4 Communication Services 7.86%
5 Consumer Discretionary 5.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$417K 0.21%
4,199
-12
102
$416K 0.21%
11,052
-379
103
$411K 0.21%
3,602
-579
104
$406K 0.2%
6,762
+614
105
$398K 0.2%
9,326
-44
106
$397K 0.2%
5,013
+1,679
107
$395K 0.2%
10,529
-3,012
108
$392K 0.2%
5,066
+149
109
$391K 0.2%
3,893
-469
110
$390K 0.19%
4,494
+563
111
$382K 0.19%
+36,955
112
$376K 0.19%
7,213
+1,592
113
$376K 0.19%
+7,290
114
$374K 0.19%
25,634
-7,397
115
$369K 0.18%
7,340
+1,115
116
$365K 0.18%
7,950
-25,000
117
$361K 0.18%
1,433
-2,152
118
$360K 0.18%
+2,600
119
$359K 0.18%
4,465
+765
120
$357K 0.18%
12,675
-3,348
121
$350K 0.17%
3,339
+194
122
$346K 0.17%
+13,450
123
$344K 0.17%
+11,025
124
$340K 0.17%
1,283
-191
125
$331K 0.17%
4,430
-11,857
3 4
5
6 7