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
$837M
AUM Growth
+$236M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
489
New
Increased
Reduced
Closed

Top Buys

1
+$97.3M
2
+$79.7M
3
+$44.9M
4
JPM icon
JPMorgan Chase
JPM
+$39.2M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$25.7M

Top Sells

1
+$67.5M
2
+$66.3M
3
+$50.9M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$29.2M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$17.6M

Sector Composition

1 Technology 17.68%
2 Energy 11.26%
3 Financials 9.66%
4 Communication Services 7.87%
5 Healthcare 7.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$636K 0.08%
+20,592
152
$630K 0.08%
+13,830
153
$623K 0.07%
+4,355
154
$623K 0.07%
+7,910
155
$622K 0.07%
+25,610
156
$617K 0.07%
+16,016
157
$611K 0.07%
+5,015
158
$608K 0.07%
+3,816
159
$605K 0.07%
+7,299
160
$587K 0.07%
+71,040
161
$585K 0.07%
+5,726
162
$566K 0.07%
+41,369
163
$550K 0.07%
+12,630
164
$547K 0.07%
+9,884
165
$546K 0.07%
+1,057
166
$543K 0.06%
+16,262
167
$540K 0.06%
+1,722
168
$539K 0.06%
+3,941
169
$530K 0.06%
+1,172
170
$528K 0.06%
+11,670
171
$508K 0.06%
+6,050
172
$500K 0.06%
+3,377
173
$498K 0.06%
+2,905
174
$493K 0.06%
+2,204
175
$490K 0.06%
+27,413
5 6
7
8 9