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
$208M
AUM Growth
-$4.47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
226
New
Increased
Reduced
Closed

Top Buys

1
+$4.36M
2
+$2.3M
3
+$1.83M
4
DIS icon
Walt Disney
DIS
+$1.62M
5
AMD icon
Advanced Micro Devices
AMD
+$1.59M

Top Sells

1
+$13M
2
+$7.41M
3
+$6.6M
4
AAPL icon
Apple
AAPL
+$6.47M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.09M

Sector Composition

1 Financials 14.27%
2 Technology 13.04%
3 Consumer Discretionary 11.73%
4 Communication Services 8.75%
5 Industrials 7.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$304K 0.15%
14,370
+175
152
$302K 0.15%
3,215
+236
153
$301K 0.14%
5,072
+128
154
$297K 0.14%
4,268
+352
155
$292K 0.14%
1,274
+171
156
$288K 0.14%
+4,405
157
$287K 0.14%
7,574
+200
158
$278K 0.13%
14,960
+4,064
159
$275K 0.13%
+6,558
160
$272K 0.13%
+997
161
$270K 0.13%
4,430
+318
162
$270K 0.13%
5,045
163
$268K 0.13%
4,385
164
$265K 0.13%
1,370
165
$259K 0.12%
+2,996
166
$257K 0.12%
3,406
-431
167
$249K 0.12%
446
+2
168
$249K 0.12%
1,257
+2
169
$249K 0.12%
4,169
+150
170
$247K 0.12%
1,370
+69
171
$247K 0.12%
10,125
-1,000
172
$244K 0.12%
11,648
+1,500
173
$240K 0.12%
+1,730
174
$240K 0.12%
3,274
+42
175
$238K 0.11%
+987
5 6
7
8 9