MWM

Meridian Wealth Management Portfolio holdings

AUM $2.61B
1-Year Est. Return 29.73%
This Quarter Est. Return
1 Year Est. Return
+29.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$208M
AUM Growth
-$4.47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
226
New
Increased
Reduced
Closed

Top Buys

1
+$4.36M
2
+$2.3M
3
+$1.83M
4
DIS icon
Walt Disney
DIS
+$1.62M
5
AMD icon
Advanced Micro Devices
AMD
+$1.59M

Top Sells

1
+$13M
2
+$7.41M
3
+$6.6M
4
AAPL icon
Apple
AAPL
+$6.47M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.09M

Sector Composition

1 Financials 14.27%
2 Technology 13.04%
3 Consumer Discretionary 11.73%
4 Communication Services 8.75%
5 Industrials 7.05%
Name Market Value Portfolio Weight Shares or Principal Change
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