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
$1.19B
AUM Growth
+$39.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
571
New
Increased
Reduced
Closed

Top Buys

1
+$3.55M
2
+$2.06M
3
+$1.84M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.81M
5
SLV icon
iShares Silver Trust
SLV
+$1.72M

Top Sells

1
+$7.22M
2
+$5.85M
3
+$3.83M
4
VVV icon
Valvoline
VVV
+$3.75M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$2.89M

Sector Composition

1 Technology 19.71%
2 Energy 10.76%
3 Financials 6.27%
4 Healthcare 6.05%
5 Consumer Discretionary 6.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.51M 0.21%
47,557
-6,383
102
$2.44M 0.21%
24,931
+780
103
$2.44M 0.21%
11,934
-63
104
$2.43M 0.21%
40,410
-7,915
105
$2.42M 0.2%
65,861
-3,700
106
$2.41M 0.2%
27,589
-2,569
107
$2.36M 0.2%
31,768
-4,660
108
$2.32M 0.2%
19,517
+2,591
109
$2.32M 0.2%
48,715
-14,788
110
$2.32M 0.2%
5,888
-1,439
111
$2.27M 0.19%
22,087
+4,328
112
$2.24M 0.19%
7,518
-886
113
$2.21M 0.19%
4,804
-455
114
$2.17M 0.18%
8,947
-6,288
115
$2.16M 0.18%
39,490
-4,804
116
$2.16M 0.18%
33,981
+21,867
117
$2.12M 0.18%
45,939
-179
118
$2.08M 0.18%
7,549
-778
119
$2.05M 0.17%
27,706
-2,732
120
$2.05M 0.17%
39,408
+7,231
121
$2.03M 0.17%
54,669
-4,036
122
$2.01M 0.17%
11,916
+6,588
123
$1.99M 0.17%
39,170
+2,625
124
$1.95M 0.16%
28,141
-2,861
125
$1.88M 0.16%
4,011
+967
3 4
5
6 7