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
$929M
AUM Growth
-$293M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
580
New
Increased
Reduced
Closed

Top Buys

1
+$9.79M
2
+$2M
3
+$1.82M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.56M
5
BIIB icon
Biogen
BIIB
+$1.53M

Top Sells

1
+$9.27M
2
+$8.62M
3
+$7.96M
4
CTVA icon
Corteva
CTVA
+$7.46M
5
BX icon
Blackstone
BX
+$6.78M

Sector Composition

1 Technology 16.22%
2 Energy 11.99%
3 Consumer Discretionary 6.5%
4 Financials 6.36%
5 Healthcare 6.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.2M 0.24%
21,009
-22,983
102
$2.19M 0.24%
12,822
-846
103
$2.17M 0.23%
80,418
+55
104
$2.16M 0.23%
49,250
-11,190
105
$2.14M 0.23%
9,264
-827
106
$2.13M 0.23%
22,055
-1,250
107
$2.07M 0.22%
79,888
+25,896
108
$2.05M 0.22%
7,208
+1,276
109
$2.04M 0.22%
44,294
-68
110
$2.01M 0.22%
66,336
-93,824
111
$1.99M 0.21%
29,776
-8,678
112
$1.96M 0.21%
35,043
-9,514
113
$1.94M 0.21%
15,980
+3,833
114
$1.92M 0.21%
19,685
115
$1.91M 0.21%
59,499
-19,006
116
$1.87M 0.2%
17,025
+2,700
117
$1.87M 0.2%
22,871
-1,792
118
$1.83M 0.2%
4,741
-288
119
$1.8M 0.19%
15,969
+4,727
120
$1.72M 0.19%
21,018
-9,506
121
$1.69M 0.18%
8,039
-188
122
$1.67M 0.18%
3,448
-210
123
$1.65M 0.18%
17,048
-11,996
124
$1.63M 0.18%
29,074
-12,130
125
$1.61M 0.17%
57,510
+29,233
3 4
5
6 7