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
$929M
AUM Growth
-$293M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
580
New
Increased
Reduced
Closed

Top Buys

1
+$9.79M
2
+$2M
3
+$1.82M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.56M
5
BIIB icon
Biogen
BIIB
+$1.53M

Top Sells

1
+$9.27M
2
+$8.62M
3
+$7.96M
4
CTVA icon
Corteva
CTVA
+$7.46M
5
BX icon
Blackstone
BX
+$6.78M

Sector Composition

1 Technology 16.22%
2 Energy 11.99%
3 Consumer Discretionary 6.5%
4 Financials 6.36%
5 Healthcare 6.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$904K 0.1%
35,068
-9,343
202
$894K 0.1%
+4,529
203
$893K 0.1%
8,544
-583
204
$881K 0.09%
5,453
-199
205
$866K 0.09%
8,171
+2,739
206
$865K 0.09%
19,778
-13,711
207
$853K 0.09%
1,682
+1,038
208
$843K 0.09%
10,549
-331
209
$831K 0.09%
5,562
-19
210
$829K 0.09%
10,334
-6,032
211
$809K 0.09%
20,818
-4,425
212
$802K 0.09%
27,330
+14,517
213
$795K 0.09%
18,266
-1,008
214
$786K 0.08%
28,772
-153,299
215
$779K 0.08%
15,991
-176
216
$776K 0.08%
13,638
217
$760K 0.08%
10,477
-6,982
218
$760K 0.08%
+2,739
219
$759K 0.08%
7,101
-39
220
$752K 0.08%
10,231
-1,493
221
$748K 0.08%
3,524
-180
222
$748K 0.08%
12,252
-7,612
223
$746K 0.08%
10,036
+1,954
224
$744K 0.08%
11,362
+2,891
225
$732K 0.08%
6,880
-4,886
7 8
9
10 11