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
$1.63B
AUM Growth
+$446M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
567
New
Increased
Reduced
Closed

Top Buys

1
+$60.6M
2
+$46.5M
3
+$36.7M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$25.2M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$17.1M

Top Sells

1
+$28.5M
2
+$2.16M
3
+$2.12M
4
NVDA icon
NVIDIA
NVDA
+$1.4M
5
CIBR icon
First Trust NASDAQ Cybersecurity ETF
CIBR
+$1.3M

Sector Composition

1 Technology 22.25%
2 Consumer Discretionary 7.82%
3 Energy 7.45%
4 Financials 6.9%
5 Healthcare 6.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$2.58M 0.16%
47,544
-13
127
$2.48M 0.15%
56,717
+10,778
128
$2.45M 0.15%
165,112
+84,556
129
$2.44M 0.15%
26,360
+13,005
130
$2.44M 0.15%
27,626
+13,904
131
$2.41M 0.15%
8,954
+4,013
132
$2.4M 0.15%
61,206
+21,824
133
$2.39M 0.15%
12,938
+6,489
134
$2.36M 0.14%
87,636
-8,029
135
$2.35M 0.14%
5,144
-806
136
$2.34M 0.14%
46,651
+36,296
137
$2.33M 0.14%
48,429
-5,890
138
$2.33M 0.14%
48,758
+20,333
139
$2.33M 0.14%
114,414
-8,199
140
$2.33M 0.14%
6,163
-156
141
$2.19M 0.13%
15,738
+7,949
142
$2.18M 0.13%
12,822
+8,059
143
$2.16M 0.13%
48,258
+23,427
144
$2.16M 0.13%
29,834
+6,505
145
$2.14M 0.13%
20,544
+10,981
146
$2.14M 0.13%
7,488
+6,444
147
$2.12M 0.13%
20,051
+534
148
$2.11M 0.13%
41,921
+2,513
149
$2.1M 0.13%
25,770
+11,533
150
$2.08M 0.13%
32,128
+16,240
4 5
6
7 8