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
$929M
AUM Growth
-$293M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
580
New
Increased
Reduced
Closed

Top Buys

1
+$9.79M
2
+$2M
3
+$1.82M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.56M
5
BIIB icon
Biogen
BIIB
+$1.53M

Top Sells

1
+$9.27M
2
+$8.62M
3
+$7.96M
4
CTVA icon
Corteva
CTVA
+$7.46M
5
BX icon
Blackstone
BX
+$6.78M

Sector Composition

1 Technology 16.22%
2 Energy 11.99%
3 Consumer Discretionary 6.5%
4 Financials 6.36%
5 Healthcare 6.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.06M 0.11%
8,841
-290
177
$1.05M 0.11%
28,357
-5,328
178
$1.04M 0.11%
11,211
-306
179
$1.03M 0.11%
6,191
-408
180
$1.02M 0.11%
20,378
-28,031
181
$1.02M 0.11%
5,703
-1,640
182
$1.02M 0.11%
9,517
-125
183
$1.01M 0.11%
9,396
-1,074
184
$999K 0.11%
10,061
-1,950
185
$998K 0.11%
16,054
+2
186
$996K 0.11%
23,612
-1,746
187
$990K 0.11%
19,905
+10,219
188
$980K 0.11%
6,333
-337
189
$980K 0.11%
19,894
-8,077
190
$974K 0.1%
2,578
+84
191
$966K 0.1%
9,026
-933
192
$965K 0.1%
29,138
-111
193
$965K 0.1%
11,630
-1,447
194
$945K 0.1%
11,436
-83
195
$936K 0.1%
15,938
196
$934K 0.1%
13,520
-748
197
$927K 0.1%
21,951
-78,200
198
$917K 0.1%
4,700
-2,397
199
$913K 0.1%
16,644
+8,594
200
$906K 0.1%
58,940
6 7
8
9 10