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
$2.03B
AUM Growth
+$1.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
633
New
Increased
Reduced
Closed

Top Buys

1
+$84.4M
2
+$77.1M
3
+$73.6M
4
AMZN icon
Amazon
AMZN
+$58.6M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$33.2M

Top Sells

1
+$4.27M
2
+$1.26M
3
+$757K
4
TFLO icon
iShares Treasury Floating Rate Bond ETF
TFLO
+$633K
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$592K

Sector Composition

1 Technology 19.06%
2 Financials 7.17%
3 Healthcare 6.34%
4 Consumer Discretionary 5.63%
5 Energy 5.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$4.51M 0.22%
+26,414
102
$4.48M 0.22%
+21,694
103
$4.47M 0.22%
+40,406
104
$4.45M 0.22%
+404,911
105
$4.38M 0.22%
+98,715
106
$4.33M 0.21%
28,150
+128
107
$4.25M 0.21%
+31,814
108
$4.22M 0.21%
192,444
+12,965
109
$4.22M 0.21%
+42,964
110
$4.16M 0.2%
+17,548
111
$4.09M 0.2%
+7,743
112
$4.07M 0.2%
+41,053
113
$4.04M 0.2%
20,133
+132
114
$4.03M 0.2%
+7,237
115
$4M 0.2%
78,212
+7,500
116
$3.99M 0.2%
+176,415
117
$3.91M 0.19%
13,940
-1,995
118
$3.85M 0.19%
83,064
-3,811
119
$3.81M 0.19%
+51,641
120
$3.78M 0.19%
157,063
+49,045
121
$3.75M 0.18%
+34,306
122
$3.7M 0.18%
176,696
-1,154
123
$3.67M 0.18%
7,098
+783
124
$3.66M 0.18%
+46,753
125
$3.58M 0.18%
+22,133
3 4
5
6 7