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
$837M
AUM Growth
+$236M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
489
New
Increased
Reduced
Closed

Top Buys

1
+$97.3M
2
+$79.7M
3
+$44.9M
4
JPM icon
JPMorgan Chase
JPM
+$39.2M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$25.7M

Top Sells

1
+$67.5M
2
+$66.3M
3
+$50.9M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$29.2M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$17.6M

Sector Composition

1 Technology 17.68%
2 Energy 11.26%
3 Financials 9.66%
4 Communication Services 7.87%
5 Healthcare 7.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$836K 0.1%
+21,416
127
$833K 0.1%
+21,453
128
$814K 0.1%
+796
129
$811K 0.1%
+9,199
130
$809K 0.1%
+15,907
131
$800K 0.1%
+16,677
132
$794K 0.09%
+7,675
133
$793K 0.09%
+8,248
134
$787K 0.09%
+20,899
135
$780K 0.09%
+7,935
136
$778K 0.09%
+11,516
137
$776K 0.09%
+6,503
138
$766K 0.09%
+381,200
139
$764K 0.09%
+11,856
140
$758K 0.09%
+1,298
141
$750K 0.09%
+40,576
142
$741K 0.09%
+13,047
143
$722K 0.09%
+1,645
144
$716K 0.09%
+30,482
145
$704K 0.08%
+4,027
146
$691K 0.08%
+10,163
147
$690K 0.08%
+5,429
148
$690K 0.08%
+29,359
149
$663K 0.08%
+2,494
150
$663K 0.08%
+13,996
4 5
6
7 8