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
$1.19B
AUM Growth
+$39.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
571
New
Increased
Reduced
Closed

Top Buys

1
+$3.55M
2
+$2.06M
3
+$1.84M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.81M
5
SLV icon
iShares Silver Trust
SLV
+$1.72M

Top Sells

1
+$7.22M
2
+$5.85M
3
+$3.83M
4
VVV icon
Valvoline
VVV
+$3.75M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$2.89M

Sector Composition

1 Technology 19.71%
2 Energy 10.76%
3 Financials 6.27%
4 Healthcare 6.05%
5 Consumer Discretionary 6.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.8M 0.15%
4,036
+9
127
$1.8M 0.15%
17,013
+157
128
$1.8M 0.15%
7,663
-1
129
$1.79M 0.15%
18,883
-3,934
130
$1.77M 0.15%
24,266
+8,280
131
$1.76M 0.15%
56,001
-1,278
132
$1.76M 0.15%
16,100
-819
133
$1.75M 0.15%
23,329
-19,414
134
$1.72M 0.15%
7,825
-186
135
$1.72M 0.15%
48,802
-1,424
136
$1.69M 0.14%
17,271
-5,520
137
$1.68M 0.14%
12,138
-319
138
$1.66M 0.14%
94,815
-1,101
139
$1.63M 0.14%
10,912
-1,716
140
$1.63M 0.14%
5,708
+2
141
$1.62M 0.14%
23,475
-469
142
$1.6M 0.14%
28,901
-3,644
143
$1.6M 0.14%
39,382
-2,492
144
$1.58M 0.13%
26,684
-2,814
145
$1.54M 0.13%
45,033
-4,281
146
$1.49M 0.13%
12,814
-5,319
147
$1.49M 0.13%
16,147
+5,922
148
$1.48M 0.12%
8,536
-4
149
$1.47M 0.12%
40,767
-4,537
150
$1.46M 0.12%
8,926
-125
4 5
6
7 8