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
$1.19B
AUM Growth
+$39.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
571
New
Increased
Reduced
Closed

Top Buys

1
+$3.55M
2
+$2.06M
3
+$1.84M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.81M
5
SLV icon
iShares Silver Trust
SLV
+$1.72M

Top Sells

1
+$7.22M
2
+$5.85M
3
+$3.83M
4
VVV icon
Valvoline
VVV
+$3.75M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$2.89M

Sector Composition

1 Technology 19.71%
2 Energy 10.76%
3 Financials 6.27%
4 Healthcare 6.05%
5 Consumer Discretionary 6.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.45M 0.12%
7,063
+275
152
$1.44M 0.12%
28,425
+607
153
$1.43M 0.12%
9,037
+47
154
$1.43M 0.12%
11,190
+2,130
155
$1.43M 0.12%
14,393
-413
156
$1.38M 0.12%
12,944
-283
157
$1.38M 0.12%
9,809
-313
158
$1.38M 0.12%
2,447
-994
159
$1.36M 0.12%
80,556
-8,927
160
$1.36M 0.11%
18,973
+2,500
161
$1.34M 0.11%
6,449
+27
162
$1.34M 0.11%
3,571
-70
163
$1.3M 0.11%
13,355
-458
164
$1.3M 0.11%
28,528
-5,568
165
$1.24M 0.1%
8,519
-95
166
$1.23M 0.1%
17,570
-2,115
167
$1.22M 0.1%
48,406
+7,945
168
$1.22M 0.1%
14,237
+30
169
$1.22M 0.1%
23,760
170
$1.2M 0.1%
13,722
-305
171
$1.19M 0.1%
41,307
+211
172
$1.17M 0.1%
24,831
-696
173
$1.12M 0.09%
10,410
-4,405
174
$1.11M 0.09%
36,160
-28,334
175
$1.11M 0.09%
87,204
+17,856
5 6
7
8 9