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
$1.15B
AUM Growth
+$125M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
568
New
Increased
Reduced
Closed

Top Buys

1
+$5.19M
2
+$5.01M
3
+$3.52M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$3.17M
5
AAPL icon
Apple
AAPL
+$2.83M

Top Sells

1
+$3.01M
2
+$1.24M
3
+$1.21M
4
HTGC icon
Hercules Capital
HTGC
+$1.07M
5
HD icon
Home Depot
HD
+$974K

Sector Composition

1 Technology 18.49%
2 Energy 11.74%
3 Financials 6.33%
4 Consumer Discretionary 5.98%
5 Healthcare 5.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.95M 0.17%
4,027
+554
127
$1.95M 0.17%
32,545
128
$1.94M 0.17%
36,545
+14,205
129
$1.92M 0.17%
14,012
-2,513
130
$1.92M 0.17%
71,514
-558
131
$1.91M 0.17%
50,226
-88
132
$1.89M 0.17%
71,087
+56,378
133
$1.89M 0.16%
17,759
+2,723
134
$1.88M 0.16%
22,817
+1,869
135
$1.83M 0.16%
29,657
+1,988
136
$1.83M 0.16%
12,628
+953
137
$1.78M 0.16%
23,944
-206
138
$1.78M 0.16%
16,856
+1,022
139
$1.77M 0.15%
17,880
-812
140
$1.71M 0.15%
16,919
-209
141
$1.69M 0.15%
41,874
+11,582
142
$1.69M 0.15%
8,011
+907
143
$1.67M 0.15%
12,457
-357
144
$1.66M 0.14%
89,483
-3,475
145
$1.63M 0.14%
14,815
-5,620
146
$1.62M 0.14%
57,279
-1,954
147
$1.61M 0.14%
7,664
-4
148
$1.61M 0.14%
45,304
-3,004
149
$1.6M 0.14%
3,441
+1,144
150
$1.59M 0.14%
5,706
+4
4 5
6
7 8