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
$1.15B
AUM Growth
+$125M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
568
New
Increased
Reduced
Closed

Top Buys

1
+$5.19M
2
+$5.01M
3
+$3.52M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$3.17M
5
AAPL icon
Apple
AAPL
+$2.83M

Top Sells

1
+$3.01M
2
+$1.24M
3
+$1.21M
4
HTGC icon
Hercules Capital
HTGC
+$1.07M
5
HD icon
Home Depot
HD
+$974K

Sector Composition

1 Technology 18.49%
2 Energy 11.74%
3 Financials 6.33%
4 Consumer Discretionary 5.98%
5 Healthcare 5.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.24M 0.11%
6,368
+484
177
$1.23M 0.11%
6,422
+84
178
$1.22M 0.11%
7,383
+102
179
$1.21M 0.11%
255,250
-5,000
180
$1.2M 0.1%
19,916
+6,724
181
$1.18M 0.1%
41,096
+699
182
$1.17M 0.1%
23,760
-65
183
$1.16M 0.1%
13,203
+362
184
$1.16M 0.1%
28,322
-378
185
$1.15M 0.1%
4,748
+1,276
186
$1.14M 0.1%
12,640
-2,442
187
$1.13M 0.1%
1,966
-351
188
$1.12M 0.1%
16,157
-581
189
$1.12M 0.1%
15,986
-245
190
$1.12M 0.1%
11,560
+274
191
$1.11M 0.1%
8,614
-88
192
$1.07M 0.09%
19,696
-639
193
$1.07M 0.09%
14,027
-3,812
194
$1.07M 0.09%
6,925
+34
195
$1.06M 0.09%
7,578
-19
196
$1.05M 0.09%
4,615
+969
197
$1.05M 0.09%
4,866
-44
198
$1.05M 0.09%
4,751
+3,483
199
$1.05M 0.09%
3,044
-485
200
$1.03M 0.09%
59,040
+100
6 7
8
9 10