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
$1.15B
AUM Growth
+$125M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
568
New
Increased
Reduced
Closed

Top Buys

1
+$5.19M
2
+$5.01M
3
+$3.52M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$3.17M
5
AAPL icon
Apple
AAPL
+$2.83M

Top Sells

1
+$3.01M
2
+$1.24M
3
+$1.21M
4
HTGC icon
Hercules Capital
HTGC
+$1.07M
5
HD icon
Home Depot
HD
+$974K

Sector Composition

1 Technology 18.49%
2 Energy 11.74%
3 Financials 6.33%
4 Consumer Discretionary 5.98%
5 Healthcare 5.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$1.02M 0.09%
8,666
-65
202
$1.02M 0.09%
26,771
+9,335
203
$1.02M 0.09%
6,680
-687
204
$1.02M 0.09%
26,678
-2,798
205
$1.02M 0.09%
8,675
-150
206
$1.02M 0.09%
16,473
+1,525
207
$1.02M 0.09%
7,959
-3,626
208
$997K 0.09%
58,129
-10,910
209
$993K 0.09%
6,273
+238
210
$959K 0.08%
4,307
+1,209
211
$956K 0.08%
10,483
+1,739
212
$955K 0.08%
11,511
+736
213
$951K 0.08%
11,116
+781
214
$949K 0.08%
10,225
+2,410
215
$942K 0.08%
36,254
-4,709
216
$937K 0.08%
7,092
+212
217
$926K 0.08%
10,435
+142
218
$925K 0.08%
11,186
-250
219
$920K 0.08%
22,191
-823
220
$909K 0.08%
+40,461
221
$905K 0.08%
9,060
+92
222
$899K 0.08%
35,196
-3,193
223
$890K 0.08%
+40,246
224
$890K 0.08%
11,180
-174
225
$886K 0.08%
5,336
-65
7 8
9
10 11