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
$2.03B
AUM Growth
+$1.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
633
New
Increased
Reduced
Closed

Top Buys

1
+$84.4M
2
+$77.1M
3
+$73.6M
4
AMZN icon
Amazon
AMZN
+$58.6M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$33.2M

Top Sells

1
+$4.27M
2
+$1.26M
3
+$757K
4
TFLO icon
iShares Treasury Floating Rate Bond ETF
TFLO
+$633K
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$592K

Sector Composition

1 Technology 19.06%
2 Financials 7.17%
3 Healthcare 6.34%
4 Consumer Discretionary 5.63%
5 Energy 5.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$2.08M 0.1%
+11,008
177
$2.05M 0.1%
+12,243
178
$2.03M 0.1%
+16,008
179
$2.03M 0.1%
+17,806
180
$1.99M 0.1%
+7,833
181
$1.98M 0.1%
+7,314
182
$1.97M 0.1%
15,798
183
$1.94M 0.1%
43,217
+267
184
$1.93M 0.1%
+19,098
185
$1.89M 0.09%
21,021
-35
186
$1.88M 0.09%
+13,129
187
$1.87M 0.09%
19,322
+534
188
$1.85M 0.09%
+15,226
189
$1.84M 0.09%
40,837
+809
190
$1.83M 0.09%
+20,788
191
$1.83M 0.09%
8,812
+31
192
$1.83M 0.09%
18,669
-1,926
193
$1.81M 0.09%
430
+72
194
$1.81M 0.09%
16,488
+751
195
$1.8M 0.09%
+22,985
196
$1.79M 0.09%
7,912
-550
197
$1.78M 0.09%
+8,109
198
$1.76M 0.09%
+14,984
199
$1.73M 0.08%
107,527
-1,594
200
$1.7M 0.08%
75,650
-18,103
6 7
8
9 10