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
$1.15B
AUM Growth
+$125M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
568
New
Increased
Reduced
Closed

Top Buys

1
+$5.19M
2
+$5.01M
3
+$3.52M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$3.17M
5
AAPL icon
Apple
AAPL
+$2.83M

Top Sells

1
+$3.01M
2
+$1.24M
3
+$1.21M
4
HTGC icon
Hercules Capital
HTGC
+$1.07M
5
HD icon
Home Depot
HD
+$974K

Sector Composition

1 Technology 18.49%
2 Energy 11.74%
3 Financials 6.33%
4 Consumer Discretionary 5.98%
5 Healthcare 5.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.58M 0.23%
44,294
102
$2.58M 0.23%
13,610
+785
103
$2.53M 0.22%
55,568
-120
104
$2.51M 0.22%
+53,165
105
$2.5M 0.22%
18,926
+112
106
$2.49M 0.22%
5,259
+504
107
$2.45M 0.21%
30,158
-908
108
$2.44M 0.21%
18,133
-193
109
$2.42M 0.21%
11,836
-14,726
110
$2.41M 0.21%
11,997
+69
111
$2.37M 0.21%
24,151
-28
112
$2.35M 0.21%
8,404
-376
113
$2.35M 0.2%
19,112
-2,534
114
$2.28M 0.2%
58,705
-4,742
115
$2.27M 0.2%
30,438
+1,133
116
$2.27M 0.2%
22,791
+420
117
$2.27M 0.2%
128,327
-6,710
118
$2.25M 0.2%
31,002
119
$2.24M 0.2%
6,490
+62
120
$2.22M 0.19%
63,503
+7,786
121
$2.18M 0.19%
29,498
-2,142
122
$2.08M 0.18%
46,118
+3,733
123
$2.03M 0.18%
8,327
+218
124
$1.97M 0.17%
49,314
+108
125
$1.96M 0.17%
64,494
-1,855
3 4
5
6 7