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
$1.63B
AUM Growth
+$446M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
567
New
Increased
Reduced
Closed

Top Buys

1
+$60.6M
2
+$46.5M
3
+$36.7M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$25.2M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$17.1M

Top Sells

1
+$28.5M
2
+$2.16M
3
+$2.12M
4
NVDA icon
NVIDIA
NVDA
+$1.4M
5
CIBR icon
First Trust NASDAQ Cybersecurity ETF
CIBR
+$1.3M

Sector Composition

1 Technology 22.25%
2 Consumer Discretionary 7.82%
3 Energy 7.45%
4 Financials 6.9%
5 Healthcare 6.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.62M 0.1%
56,000
+28,000
177
$1.6M 0.1%
49,236
-5,433
178
$1.59M 0.1%
14,660
+6,013
179
$1.59M 0.1%
12,114
-24
180
$1.57M 0.1%
22,819
-4,887
181
$1.55M 0.09%
10,925
+13
182
$1.54M 0.09%
21,376
-3,555
183
$1.53M 0.09%
14,780
+4,370
184
$1.53M 0.09%
6,340
+2,513
185
$1.51M 0.09%
37,272
+4,764
186
$1.5M 0.09%
9,878
+4,889
187
$1.48M 0.09%
42,304
+27,228
188
$1.48M 0.09%
25,830
-5,938
189
$1.46M 0.09%
16,002
+6,621
190
$1.46M 0.09%
5,666
-42
191
$1.41M 0.09%
16,364
+7,439
192
$1.4M 0.09%
15,436
-711
193
$1.4M 0.09%
26,572
-12,598
194
$1.38M 0.08%
19,864
+9,757
195
$1.38M 0.08%
98,218
+11,014
196
$1.37M 0.08%
2,456
+9
197
$1.37M 0.08%
17,570
198
$1.36M 0.08%
11,108
+5,419
199
$1.35M 0.08%
10,324
+4,220
200
$1.35M 0.08%
6,623
-5,311
6 7
8
9 10