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
$1.57B
AUM Growth
-$65.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
622
New
Increased
Reduced
Closed

Top Buys

1
+$10.9M
2
+$9.02M
3
+$7.22M
4
SYBT icon
Stock Yards Bancorp
SYBT
+$5.75M
5
AVGO icon
Broadcom
AVGO
+$5.22M

Top Sells

1
+$61.5M
2
+$45.1M
3
+$40.9M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$22.8M
5
AMD icon
Advanced Micro Devices
AMD
+$15M

Sector Composition

1 Technology 19.02%
2 Financials 7.04%
3 Healthcare 6.76%
4 Energy 6.06%
5 Consumer Discretionary 5.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$2.46M 0.16%
26,235
-27,707
152
$2.41M 0.15%
+49,704
153
$2.38M 0.15%
19,981
+13,583
154
$2.37M 0.15%
68,651
+5,970
155
$2.35M 0.15%
66,403
+59,329
156
$2.34M 0.15%
43,254
-5,175
157
$2.34M 0.15%
39,218
+32,961
158
$2.29M 0.15%
20,546
+1,764
159
$2.28M 0.15%
55,395
-5,811
160
$2.26M 0.14%
47,531
-13
161
$2.23M 0.14%
39,490
162
$2.22M 0.14%
55,089
-40,417
163
$2.22M 0.14%
27,931
-27,901
164
$2.2M 0.14%
+43,173
165
$2.16M 0.14%
9,299
+983
166
$2.16M 0.14%
+34,125
167
$2.14M 0.14%
+88,596
168
$2.14M 0.14%
7,840
-6,890
169
$2.12M 0.14%
+43,922
170
$2.11M 0.13%
+41,116
171
$1.95M 0.12%
13,217
+457
172
$1.94M 0.12%
25,427
+13,955
173
$1.94M 0.12%
103,161
-83,157
174
$1.93M 0.12%
24,486
-20,394
175
$1.9M 0.12%
+23,184
5 6
7
8 9