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
$1.57B
AUM Growth
-$65.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
622
New
Increased
Reduced
Closed

Top Buys

1
+$10.9M
2
+$9.02M
3
+$7.22M
4
SYBT icon
Stock Yards Bancorp
SYBT
+$5.75M
5
AVGO icon
Broadcom
AVGO
+$5.22M

Top Sells

1
+$61.5M
2
+$45.1M
3
+$40.9M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$22.8M
5
AMD icon
Advanced Micro Devices
AMD
+$15M

Sector Composition

1 Technology 19.02%
2 Financials 7.04%
3 Healthcare 6.76%
4 Energy 6.06%
5 Consumer Discretionary 5.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$3.45M 0.22%
31,326
+1,820
102
$3.44M 0.22%
15,444
-15,714
103
$3.43M 0.22%
148,551
-2,844
104
$3.39M 0.22%
37,040
+32,263
105
$3.36M 0.21%
19,733
+14,971
106
$3.35M 0.21%
65,064
+1,157
107
$3.35M 0.21%
47,826
+34,813
108
$3.35M 0.21%
37,095
-9,835
109
$3.31M 0.21%
40,807
+17,761
110
$3.28M 0.21%
87,327
-4,828
111
$3.26M 0.21%
88,859
-79,173
112
$3.22M 0.21%
+5,903
113
$3.18M 0.2%
+44,160
114
$3.16M 0.2%
+100,381
115
$3.12M 0.2%
155,868
+229
116
$3.12M 0.2%
+141,311
117
$3.09M 0.2%
31,748
+20,252
118
$3.08M 0.2%
55,121
+13,200
119
$3.07M 0.2%
14,400
+475
120
$3.06M 0.2%
59,556
-59,142
121
$3.03M 0.19%
13,489
+11,067
122
$3.03M 0.19%
+6,474
123
$2.98M 0.19%
136,917
+22,503
124
$2.97M 0.19%
+27,906
125
$2.97M 0.19%
+64,909
3 4
5
6 7