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
$1.63B
AUM Growth
+$446M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
567
New
Increased
Reduced
Closed

Top Buys

1
+$60.6M
2
+$46.5M
3
+$36.7M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$25.2M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$17.1M

Top Sells

1
+$28.5M
2
+$2.16M
3
+$2.12M
4
NVDA icon
NVIDIA
NVDA
+$1.4M
5
CIBR icon
First Trust NASDAQ Cybersecurity ETF
CIBR
+$1.3M

Sector Composition

1 Technology 22.25%
2 Consumer Discretionary 7.82%
3 Energy 7.45%
4 Financials 6.9%
5 Healthcare 6.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$3.37M 0.21%
48,670
+24,404
102
$3.36M 0.21%
6,912
+2,876
103
$3.14M 0.19%
186,318
+91,503
104
$3.13M 0.19%
44,880
+21,405
105
$3.06M 0.19%
92,155
-11,745
106
$3.06M 0.19%
63,168
-1,718
107
$3.04M 0.19%
14,316
+1,369
108
$3.03M 0.19%
155,639
+4,251
109
$3.02M 0.19%
29,472
+16,528
110
$3.02M 0.19%
86,916
+46,149
111
$2.94M 0.18%
19,944
+350
112
$2.93M 0.18%
18,284
+9,358
113
$2.86M 0.18%
29,506
+13,406
114
$2.83M 0.17%
73,206
+24,404
115
$2.83M 0.17%
63,907
-8,750
116
$2.82M 0.17%
18,362
+9,325
117
$2.8M 0.17%
54,052
-9,527
118
$2.77M 0.17%
16,916
-214
119
$2.77M 0.17%
16,678
120
$2.74M 0.17%
12,202
+3,255
121
$2.69M 0.17%
58,049
+3,596
122
$2.66M 0.16%
38,173
+34,468
123
$2.66M 0.16%
19,622
+9,813
124
$2.64M 0.16%
39,490
125
$2.63M 0.16%
13,925
+21
3 4
5
6 7