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
$1.57B
AUM Growth
-$65.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
622
New
Increased
Reduced
Closed

Top Buys

1
+$10.9M
2
+$9.02M
3
+$7.22M
4
SYBT icon
Stock Yards Bancorp
SYBT
+$5.75M
5
AVGO icon
Broadcom
AVGO
+$5.22M

Top Sells

1
+$61.5M
2
+$45.1M
3
+$40.9M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$22.8M
5
AMD icon
Advanced Micro Devices
AMD
+$15M

Sector Composition

1 Technology 19.02%
2 Financials 7.04%
3 Healthcare 6.76%
4 Energy 6.06%
5 Consumer Discretionary 5.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.9M 0.12%
24,408
-24,262
177
$1.88M 0.12%
+21,237
178
$1.86M 0.12%
18,781
-22,429
179
$1.75M 0.11%
11,096
+171
180
$1.75M 0.11%
46,408
-2,828
181
$1.74M 0.11%
11,989
-125
182
$1.74M 0.11%
+21,551
183
$1.73M 0.11%
17,836
184
$1.73M 0.11%
15,972
-13,500
185
$1.69M 0.11%
2,398
-58
186
$1.68M 0.11%
+33,695
187
$1.66M 0.11%
17,530
+2,094
188
$1.66M 0.11%
44,686
+38,211
189
$1.63M 0.1%
20,498
+1,275
190
$1.6M 0.1%
+13,891
191
$1.59M 0.1%
9,088
-9,274
192
$1.59M 0.1%
3,466
-3,446
193
$1.59M 0.1%
8,854
+716
194
$1.57M 0.1%
9,981
+3,923
195
$1.56M 0.1%
42,687
-44,229
196
$1.55M 0.1%
+23,187
197
$1.54M 0.1%
6,098
-6,104
198
$1.53M 0.1%
26,673
-83
199
$1.53M 0.1%
9,827
-9,795
200
$1.51M 0.1%
8,709
-9,575
6 7
8
9 10