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
$929M
AUM Growth
-$293M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
580
New
Increased
Reduced
Closed

Top Buys

1
+$9.79M
2
+$2M
3
+$1.82M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.56M
5
BIIB icon
Biogen
BIIB
+$1.53M

Top Sells

1
+$9.27M
2
+$8.62M
3
+$7.96M
4
CTVA icon
Corteva
CTVA
+$7.46M
5
BX icon
Blackstone
BX
+$6.78M

Sector Composition

1 Technology 16.22%
2 Energy 11.99%
3 Consumer Discretionary 6.5%
4 Financials 6.36%
5 Healthcare 6.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.3M 0.14%
7,675
+69
152
$1.29M 0.14%
9,220
-508
153
$1.28M 0.14%
42,432
-22,101
154
$1.28M 0.14%
6,815
-1,250
155
$1.28M 0.14%
290,250
-10,500
156
$1.27M 0.14%
24,753
-14,257
157
$1.26M 0.14%
15,954
-525
158
$1.25M 0.13%
13,552
-618
159
$1.25M 0.13%
15,288
+336
160
$1.24M 0.13%
7,592
-8,028
161
$1.21M 0.13%
7,108
-3,852
162
$1.21M 0.13%
47,619
-29,664
163
$1.21M 0.13%
28,429
+4,905
164
$1.2M 0.13%
28,644
-377
165
$1.2M 0.13%
14,257
-305
166
$1.18M 0.13%
14,889
+4,929
167
$1.18M 0.13%
30,665
+3,108
168
$1.16M 0.12%
3,641
-3,188
169
$1.14M 0.12%
7,675
-322
170
$1.12M 0.12%
3,453
-425
171
$1.11M 0.12%
10,844
+2,843
172
$1.1M 0.12%
16,189
-1,125
173
$1.09M 0.12%
8,003
+125
174
$1.07M 0.12%
43,318
-9,637
175
$1.06M 0.11%
27,957
-65
5 6
7
8 9