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
$1.57B
AUM Growth
-$65.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
622
New
Increased
Reduced
Closed

Top Buys

1
+$10.9M
2
+$9.02M
3
+$7.22M
4
SYBT icon
Stock Yards Bancorp
SYBT
+$5.75M
5
AVGO icon
Broadcom
AVGO
+$5.22M

Top Sells

1
+$61.5M
2
+$45.1M
3
+$40.9M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$22.8M
5
AMD icon
Advanced Micro Devices
AMD
+$15M

Sector Composition

1 Technology 19.02%
2 Financials 7.04%
3 Healthcare 6.76%
4 Energy 6.06%
5 Consumer Discretionary 5.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$2.96M 0.19%
61,803
+5,086
127
$2.96M 0.19%
6,077
-86
128
$2.93M 0.19%
52,197
-1,855
129
$2.9M 0.19%
57,551
+50,173
130
$2.85M 0.18%
194,620
-37,921
131
$2.84M 0.18%
61,379
-1,789
132
$2.83M 0.18%
16,658
-20
133
$2.81M 0.18%
+80,618
134
$2.75M 0.18%
14,305
-2,611
135
$2.64M 0.17%
+8,011
136
$2.64M 0.17%
+22,507
137
$2.61M 0.17%
5,144
138
$2.6M 0.17%
37,006
+31,734
139
$2.59M 0.17%
+19,259
140
$2.59M 0.17%
51,870
+5,219
141
$2.58M 0.16%
8,511
-6,395
142
$2.58M 0.16%
5,691
-6,269
143
$2.57M 0.16%
43,651
-38,309
144
$2.56M 0.16%
24,310
+4,259
145
$2.53M 0.16%
20,763
+17,579
146
$2.53M 0.16%
62,964
-63,086
147
$2.53M 0.16%
8,522
-7,388
148
$2.51M 0.16%
+5,707
149
$2.49M 0.16%
38,225
+31,295
150
$2.46M 0.16%
119,259
-119,391
4 5
6
7 8