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
$2.03B
AUM Growth
+$1.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
633
New
Increased
Reduced
Closed

Top Buys

1
+$84.4M
2
+$77.1M
3
+$73.6M
4
AMZN icon
Amazon
AMZN
+$58.6M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$33.2M

Top Sells

1
+$4.27M
2
+$1.26M
3
+$757K
4
TFLO icon
iShares Treasury Floating Rate Bond ETF
TFLO
+$633K
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$592K

Sector Composition

1 Technology 19.06%
2 Financials 7.17%
3 Healthcare 6.34%
4 Consumer Discretionary 5.63%
5 Energy 5.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$2.82M 0.14%
3,151
+202
152
$2.82M 0.14%
+24,951
153
$2.81M 0.14%
+61,168
154
$2.81M 0.14%
15,657
+2,501
155
$2.8M 0.14%
47,442
+2,892
156
$2.79M 0.14%
+4,766
157
$2.76M 0.14%
+152,115
158
$2.68M 0.13%
+51,830
159
$2.65M 0.13%
+91,520
160
$2.63M 0.13%
+26,796
161
$2.61M 0.13%
+9,898
162
$2.61M 0.13%
4,576
-4
163
$2.53M 0.12%
+52,805
164
$2.52M 0.12%
63,863
-6
165
$2.52M 0.12%
72,367
+8,428
166
$2.46M 0.12%
41,638
-10,036
167
$2.44M 0.12%
42,369
+4,972
168
$2.42M 0.12%
+20,228
169
$2.4M 0.12%
+15,803
170
$2.35M 0.12%
4,547
-5
171
$2.28M 0.11%
+7,479
172
$2.2M 0.11%
28,219
-1,536
173
$2.18M 0.11%
+31,876
174
$2.16M 0.11%
10,817
+12
175
$2.15M 0.11%
+25,913
5 6
7
8 9