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
$1.19B
AUM Growth
+$39.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
571
New
Increased
Reduced
Closed

Top Buys

1
+$3.55M
2
+$2.06M
3
+$1.84M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.81M
5
SLV icon
iShares Silver Trust
SLV
+$1.72M

Top Sells

1
+$7.22M
2
+$5.85M
3
+$3.83M
4
VVV icon
Valvoline
VVV
+$3.75M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$2.89M

Sector Composition

1 Technology 19.71%
2 Energy 10.76%
3 Financials 6.27%
4 Healthcare 6.05%
5 Consumer Discretionary 6.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$992K 0.08%
7,159
+67
202
$991K 0.08%
9,818
-3,987
203
$990K 0.08%
58,329
-711
204
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5,337
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205
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14,560
-2,935
206
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6,104
-169
207
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37,035
-34,052
208
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8,552
-123
209
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24,162
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210
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8,873
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211
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17,836
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212
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54,257
-3,872
213
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16,418
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214
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10,060
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215
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217
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218
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219
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220
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32,307
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221
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9,138
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222
$869K 0.07%
6,592
-791
223
$861K 0.07%
2,790
-44
224
$857K 0.07%
10,339
-61
225
$852K 0.07%
8,925
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9
10 11