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
$929M
AUM Growth
-$293M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
580
New
Increased
Reduced
Closed

Top Buys

1
+$9.79M
2
+$2M
3
+$1.82M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.56M
5
BIIB icon
Biogen
BIIB
+$1.53M

Top Sells

1
+$9.27M
2
+$8.62M
3
+$7.96M
4
CTVA icon
Corteva
CTVA
+$7.46M
5
BX icon
Blackstone
BX
+$6.78M

Sector Composition

1 Technology 16.22%
2 Energy 11.99%
3 Consumer Discretionary 6.5%
4 Financials 6.36%
5 Healthcare 6.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.6M 0.17%
13,477
-169
127
$1.6M 0.17%
43,993
-13,594
128
$1.57M 0.17%
38,226
+4,258
129
$1.54M 0.17%
17,918
-169
130
$1.54M 0.17%
15,988
+362
131
$1.53M 0.16%
27,700
+500
132
$1.53M 0.16%
+5,732
133
$1.52M 0.16%
15,981
-15,516
134
$1.51M 0.16%
24,630
-1,618
135
$1.47M 0.16%
12,091
-5,625
136
$1.47M 0.16%
23,844
-18,833
137
$1.45M 0.16%
9,026
-567
138
$1.45M 0.16%
6,137
-1,713
139
$1.44M 0.15%
92,834
-1,409
140
$1.41M 0.15%
34,504
-77,272
141
$1.41M 0.15%
61,002
-2,404
142
$1.41M 0.15%
49,212
-76
143
$1.39M 0.15%
88,461
-26,563
144
$1.38M 0.15%
97,710
-92,157
145
$1.38M 0.15%
37,743
-6,303
146
$1.38M 0.15%
10,800
-628
147
$1.35M 0.15%
9,446
-5,189
148
$1.34M 0.14%
21,471
+12,277
149
$1.32M 0.14%
10,209
-908
150
$1.31M 0.14%
+25,580
4 5
6
7 8