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
$208M
AUM Growth
-$4.47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
226
New
Increased
Reduced
Closed

Top Buys

1
+$4.36M
2
+$2.3M
3
+$1.83M
4
DIS icon
Walt Disney
DIS
+$1.62M
5
AMD icon
Advanced Micro Devices
AMD
+$1.59M

Top Sells

1
+$13M
2
+$7.41M
3
+$6.6M
4
AAPL icon
Apple
AAPL
+$6.47M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.09M

Sector Composition

1 Financials 14.27%
2 Technology 13.04%
3 Consumer Discretionary 11.73%
4 Communication Services 8.75%
5 Industrials 7.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$435K 0.21%
11,556
+1,856
102
$428K 0.21%
3,491
-222
103
$424K 0.2%
8,510
-100
104
$420K 0.2%
2,035
-100
105
$418K 0.2%
+8,610
106
$414K 0.2%
+4,932
107
$410K 0.2%
1,271
-13
108
$410K 0.2%
10,912
+2,044
109
$409K 0.2%
2,300
+199
110
$404K 0.19%
4,616
+22
111
$403K 0.19%
7,508
+24
112
$402K 0.19%
4,720
+730
113
$402K 0.19%
7,268
+324
114
$397K 0.19%
12,320
115
$397K 0.19%
7,388
+224
116
$391K 0.19%
9,885
+1,260
117
$390K 0.19%
4,171
+4
118
$388K 0.19%
3,123
119
$388K 0.19%
9,214
+422
120
$387K 0.19%
16,441
-55
121
$386K 0.19%
2,808
122
$381K 0.18%
6,175
-75
123
$381K 0.18%
8,649
+643
124
$379K 0.18%
1,919
+131
125
$373K 0.18%
3,030
-40
3 4
5
6 7