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
$208M
AUM Growth
-$4.47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
226
New
Increased
Reduced
Closed

Top Buys

1
+$4.36M
2
+$2.3M
3
+$1.83M
4
DIS icon
Walt Disney
DIS
+$1.62M
5
AMD icon
Advanced Micro Devices
AMD
+$1.59M

Top Sells

1
+$13M
2
+$7.41M
3
+$6.6M
4
AAPL icon
Apple
AAPL
+$6.47M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.09M

Sector Composition

1 Financials 14.27%
2 Technology 13.04%
3 Consumer Discretionary 11.73%
4 Communication Services 8.75%
5 Industrials 7.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$369K 0.18%
8,975
+75
127
$368K 0.18%
+2,508
128
$366K 0.18%
36,955
129
$365K 0.18%
2,234
+7
130
$359K 0.17%
5,637
+284
131
$359K 0.17%
2,623
-13
132
$357K 0.17%
8,542
+793
133
$354K 0.17%
4,003
+169
134
$353K 0.17%
+5,516
135
$351K 0.17%
3,225
136
$349K 0.17%
3,780
-2,978
137
$339K 0.16%
581
+175
138
$338K 0.16%
1,595
-69
139
$333K 0.16%
7,410
-4,895
140
$332K 0.16%
+10,192
141
$332K 0.16%
+10,900
142
$330K 0.16%
161
-63
143
$324K 0.16%
3,564
+293
144
$320K 0.15%
+7,980
145
$318K 0.15%
3,947
+69
146
$317K 0.15%
1,270
-16
147
$316K 0.15%
2,928
-76
148
$315K 0.15%
2,803
+468
149
$315K 0.15%
+1,476
150
$310K 0.15%
2,274
+73
4 5
6
7 8