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
$1.15B
AUM Growth
+$125M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
568
New
Increased
Reduced
Closed

Top Buys

1
+$5.19M
2
+$5.01M
3
+$3.52M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$3.17M
5
AAPL icon
Apple
AAPL
+$2.83M

Top Sells

1
+$3.01M
2
+$1.24M
3
+$1.21M
4
HTGC icon
Hercules Capital
HTGC
+$1.07M
5
HD icon
Home Depot
HD
+$974K

Sector Composition

1 Technology 18.49%
2 Energy 11.74%
3 Financials 6.33%
4 Consumer Discretionary 5.98%
5 Healthcare 5.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.57M 0.14%
16,926
-250
152
$1.55M 0.14%
32,177
+2,249
153
$1.55M 0.13%
95,916
+2,907
154
$1.54M 0.13%
14,806
+413
155
$1.53M 0.13%
19,685
156
$1.46M 0.13%
34,096
+8,504
157
$1.45M 0.13%
44,822
+36,849
158
$1.43M 0.12%
13,227
+140
159
$1.4M 0.12%
9,051
160
$1.39M 0.12%
8,540
-246
161
$1.39M 0.12%
27,818
162
$1.39M 0.12%
10,122
-255
163
$1.34M 0.12%
13,813
-1,463
164
$1.33M 0.12%
17,495
+1
165
$1.33M 0.12%
5,890
-520
166
$1.32M 0.12%
6,788
+89
167
$1.28M 0.11%
13,805
-152
168
$1.28M 0.11%
24,435
+5,194
169
$1.26M 0.11%
1,856
+1,207
170
$1.26M 0.11%
25,527
+5,297
171
$1.25M 0.11%
8,990
+3
172
$1.25M 0.11%
14,207
-1,909
173
$1.25M 0.11%
3,641
174
$1.24M 0.11%
19,938
-5,270
175
$1.24M 0.11%
3,110
-52
5 6
7
8 9