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
$1.19B
AUM Growth
+$39.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
571
New
Increased
Reduced
Closed

Top Buys

1
+$3.55M
2
+$2.06M
3
+$1.84M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.81M
5
SLV icon
iShares Silver Trust
SLV
+$1.72M

Top Sells

1
+$7.22M
2
+$5.85M
3
+$3.83M
4
VVV icon
Valvoline
VVV
+$3.75M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$2.89M

Sector Composition

1 Technology 19.71%
2 Energy 10.76%
3 Financials 6.27%
4 Healthcare 6.05%
5 Consumer Discretionary 6.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.11M 0.09%
13,212
+9
177
$1.1M 0.09%
15,725
-432
178
$1.1M 0.09%
4,941
+193
179
$1.1M 0.09%
2,100
+134
180
$1.09M 0.09%
12,956
+1,840
181
$1.07M 0.09%
32,508
+9,258
182
$1.06M 0.09%
4,630
-236
183
$1.06M 0.09%
4,763
+12
184
$1.06M 0.09%
17,066
-2,630
185
$1.06M 0.09%
5,905
-463
186
$1.06M 0.09%
11,186
187
$1.05M 0.09%
9,563
+3,470
188
$1.05M 0.09%
8,647
-19
189
$1.04M 0.09%
39,602
-31,912
190
$1.03M 0.09%
11,502
-58
191
$1.03M 0.09%
4,796
+181
192
$1.03M 0.09%
7,789
+2,432
193
$1.02M 0.09%
6,958
-7,054
194
$1.02M 0.09%
19,705
-4,730
195
$1.01M 0.09%
8,516
+557
196
$1.01M 0.09%
405
+78
197
$1.01M 0.09%
+63,937
198
$1M 0.08%
26,988
+217
199
$997K 0.08%
2,055
-1,055
200
$993K 0.08%
10,169
-266
6 7
8
9 10