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
$837M
AUM Growth
+$236M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
489
New
Increased
Reduced
Closed

Top Buys

1
+$97.3M
2
+$79.7M
3
+$44.9M
4
JPM icon
JPMorgan Chase
JPM
+$39.2M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$25.7M

Top Sells

1
+$67.5M
2
+$66.3M
3
+$50.9M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$29.2M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$17.6M

Sector Composition

1 Technology 17.68%
2 Energy 11.26%
3 Financials 9.66%
4 Communication Services 7.87%
5 Healthcare 7.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$488K 0.06%
+11,741
177
$483K 0.06%
+837
178
$480K 0.06%
+3,510
179
$480K 0.06%
+14,532
180
$474K 0.06%
+11,918
181
$469K 0.06%
+23,831
182
$465K 0.06%
+18,357
183
$461K 0.06%
+2,181
184
$460K 0.06%
+4,100
185
$457K 0.05%
+22,794
186
$455K 0.05%
+7,847
187
$455K 0.05%
+578
188
$447K 0.05%
+5,015
189
$439K 0.05%
+1,707
190
$431K 0.05%
+4,335
191
$431K 0.05%
+9,368
192
$426K 0.05%
+11,978
193
$426K 0.05%
+3,724
194
$425K 0.05%
+30,068
195
$424K 0.05%
+14,970
196
$415K 0.05%
+2,109
197
$414K 0.05%
+5,671
198
$410K 0.05%
+2,928
199
$400K 0.05%
+5,104
200
$399K 0.05%
+6,478
6 7
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