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
$200M
AUM Growth
+$38.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
206
New
Increased
Reduced
Closed

Top Buys

1
+$6.5M
2
+$4.65M
3
+$4.38M
4
CTBI icon
Community Trust Bancorp
CTBI
+$3.51M
5
ISRG icon
Intuitive Surgical
ISRG
+$2.72M

Top Sells

1
+$1.69M
2
+$1.37M
3
+$1.15M
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$1.12M
5
META icon
Meta Platforms (Facebook)
META
+$1.07M

Sector Composition

1 Financials 14.78%
2 Technology 11.29%
3 Industrials 10.09%
4 Communication Services 7.86%
5 Consumer Discretionary 5.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$253K 0.13%
22,856
-1,063
152
$249K 0.12%
6,817
153
$245K 0.12%
+2,169
154
$242K 0.12%
+4,155
155
$240K 0.12%
2,534
-354
156
$234K 0.12%
+24,800
157
$232K 0.12%
5,352
-30
158
$226K 0.11%
8,864
+38
159
$225K 0.11%
+2,955
160
$225K 0.11%
1,736
+28
161
$225K 0.11%
+2,054
162
$220K 0.11%
3,441
+33
163
$218K 0.11%
9,000
164
$217K 0.11%
3,216
+216
165
$217K 0.11%
1,781
+2
166
$216K 0.11%
6,814
+17
167
$216K 0.11%
+1,399
168
$213K 0.11%
+13,224
169
$213K 0.11%
5,851
+216
170
$208K 0.1%
3,528
+2
171
$203K 0.1%
+49,600
172
$201K 0.1%
+1,000
173
$196K 0.1%
+10,000
174
$176K 0.09%
+12,416
175
$176K 0.09%
+10,700
5 6
7
8 9