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
$2.03B
AUM Growth
+$1.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
633
New
Increased
Reduced
Closed

Top Buys

1
+$84.4M
2
+$77.1M
3
+$73.6M
4
AMZN icon
Amazon
AMZN
+$58.6M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$33.2M

Top Sells

1
+$4.27M
2
+$1.26M
3
+$757K
4
TFLO icon
iShares Treasury Floating Rate Bond ETF
TFLO
+$633K
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$592K

Sector Composition

1 Technology 19.06%
2 Financials 7.17%
3 Healthcare 6.34%
4 Consumer Discretionary 5.63%
5 Energy 5.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$3.56M 0.17%
+42,449
127
$3.56M 0.17%
61,030
-3,240
128
$3.55M 0.17%
28,890
+1,967
129
$3.46M 0.17%
251,665
-2,929
130
$3.42M 0.17%
+40,874
131
$3.41M 0.17%
+54,186
132
$3.41M 0.17%
+52,498
133
$3.37M 0.17%
+19,319
134
$3.35M 0.16%
81,460
+6,105
135
$3.35M 0.16%
+24,973
136
$3.29M 0.16%
+12,150
137
$3.28M 0.16%
42,735
+1,350
138
$3.26M 0.16%
+16,145
139
$3.25M 0.16%
+33,824
140
$3.18M 0.16%
+62,260
141
$3.16M 0.16%
+8,429
142
$3.15M 0.15%
+8,759
143
$3.12M 0.15%
+59,105
144
$3.1M 0.15%
52,420
+21,479
145
$3.08M 0.15%
49,683
+5,332
146
$3.04M 0.15%
+127,287
147
$3.01M 0.15%
45,650
+10,466
148
$2.96M 0.15%
+33,231
149
$2.96M 0.15%
+41,253
150
$2.9M 0.14%
+22,638
4 5
6
7 8