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
$1.63B
AUM Growth
+$446M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
567
New
Increased
Reduced
Closed

Top Buys

1
+$60.6M
2
+$46.5M
3
+$36.7M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$25.2M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$17.1M

Top Sells

1
+$28.5M
2
+$2.16M
3
+$2.12M
4
NVDA icon
NVIDIA
NVDA
+$1.4M
5
CIBR icon
First Trust NASDAQ Cybersecurity ETF
CIBR
+$1.3M

Sector Composition

1 Technology 22.25%
2 Consumer Discretionary 7.82%
3 Energy 7.45%
4 Financials 6.9%
5 Healthcare 6.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$2.03M 0.12%
74,154
+32,847
152
$2.01M 0.12%
5,085
-803
153
$2.01M 0.12%
10,212
+4,875
154
$1.96M 0.12%
77,468
+40,433
155
$1.96M 0.12%
8,854
+4,058
156
$1.94M 0.12%
18,782
+1,769
157
$1.93M 0.12%
20,364
+10,195
158
$1.91M 0.12%
12,760
-54
159
$1.9M 0.12%
62,681
+6,680
160
$1.9M 0.12%
27,918
+13,472
161
$1.89M 0.12%
+44,742
162
$1.88M 0.12%
32,482
+15,416
163
$1.87M 0.11%
4,082
+2,027
164
$1.84M 0.11%
17,564
+8,691
165
$1.84M 0.11%
17,052
+8,500
166
$1.82M 0.11%
16,394
+7,878
167
$1.8M 0.11%
708
+303
168
$1.77M 0.11%
160,798
+96,861
169
$1.76M 0.11%
49,590
+25,619
170
$1.73M 0.11%
8,316
+491
171
$1.73M 0.11%
23,046
+11,293
172
$1.67M 0.1%
28,888
-13
173
$1.67M 0.1%
26,756
+72
174
$1.66M 0.1%
45,747
+714
175
$1.62M 0.1%
8,108
+5,273
5 6
7
8 9