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
$837M
AUM Growth
+$236M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
489
New
Increased
Reduced
Closed

Top Buys

1
+$97.3M
2
+$79.7M
3
+$44.9M
4
JPM icon
JPMorgan Chase
JPM
+$39.2M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$25.7M

Top Sells

1
+$67.5M
2
+$66.3M
3
+$50.9M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$29.2M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$17.6M

Sector Composition

1 Technology 17.68%
2 Energy 11.26%
3 Financials 9.66%
4 Communication Services 7.87%
5 Healthcare 7.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.38M 0.16%
+13,764
102
$1.36M 0.16%
+19,199
103
$1.28M 0.15%
+12,817
104
$1.27M 0.15%
+4,997
105
$1.22M 0.15%
+34,746
106
$1.17M 0.14%
+24,397
107
$1.17M 0.14%
+15,305
108
$1.12M 0.13%
+34,670
109
$1.11M 0.13%
+58,331
110
$1.08M 0.13%
+20,103
111
$1.04M 0.12%
+3,374
112
$1.03M 0.12%
+18,229
113
$1.03M 0.12%
+6,046
114
$1.01M 0.12%
+964
115
$1.01M 0.12%
+10,022
116
$1.01M 0.12%
+7,268
117
$953K 0.11%
+31,690
118
$948K 0.11%
+9,401
119
$936K 0.11%
+30,350
120
$914K 0.11%
+8,419
121
$904K 0.11%
+12,433
122
$902K 0.11%
+18,892
123
$901K 0.11%
+22,385
124
$894K 0.11%
+11,455
125
$877K 0.1%
+13,466
3 4
5
6 7