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
$200M
AUM Growth
+$38.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
206
New
Increased
Reduced
Closed

Top Buys

1
+$6.5M
2
+$4.65M
3
+$4.38M
4
CTBI icon
Community Trust Bancorp
CTBI
+$3.51M
5
ISRG icon
Intuitive Surgical
ISRG
+$2.72M

Top Sells

1
+$1.69M
2
+$1.37M
3
+$1.15M
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$1.12M
5
META icon
Meta Platforms (Facebook)
META
+$1.07M

Sector Composition

1 Financials 14.78%
2 Technology 11.29%
3 Industrials 10.09%
4 Communication Services 7.86%
5 Consumer Discretionary 5.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$330K 0.16%
+20,672
127
$328K 0.16%
12,880
128
$328K 0.16%
+72,500
129
$318K 0.16%
+4,388
130
$315K 0.16%
10,645
+1,440
131
$312K 0.16%
5,200
+990
132
$312K 0.16%
+6,934
133
$307K 0.15%
11,920
+1,140
134
$306K 0.15%
+6,279
135
$305K 0.15%
6,510
-500
136
$304K 0.15%
2,640
+560
137
$302K 0.15%
5,086
+119
138
$300K 0.15%
11,370
+750
139
$298K 0.15%
+7,630
140
$297K 0.15%
+2,580
141
$293K 0.15%
2,439
+2
142
$281K 0.14%
4,346
-515
143
$281K 0.14%
5,163
+398
144
$269K 0.13%
3,432
+388
145
$264K 0.13%
1,815
+25
146
$262K 0.13%
+4,440
147
$255K 0.13%
+2,193
148
$255K 0.13%
12,838
+96
149
$254K 0.13%
14,310
-2,100
150
$254K 0.13%
+2,600
4 5
6
7 8