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
$1.63B
AUM Growth
+$446M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
567
New
Increased
Reduced
Closed

Top Buys

1
+$60.6M
2
+$46.5M
3
+$36.7M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$25.2M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$17.1M

Top Sells

1
+$28.5M
2
+$2.16M
3
+$2.12M
4
NVDA icon
NVIDIA
NVDA
+$1.4M
5
CIBR icon
First Trust NASDAQ Cybersecurity ETF
CIBR
+$1.3M

Sector Composition

1 Technology 22.25%
2 Consumer Discretionary 7.82%
3 Energy 7.45%
4 Financials 6.9%
5 Healthcare 6.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$1.34M 0.08%
19,223
+250
202
$1.33M 0.08%
6,810
-253
203
$1.31M 0.08%
11,612
+5,031
204
$1.3M 0.08%
5,626
+2,925
205
$1.26M 0.08%
16,610
+7,397
206
$1.24M 0.08%
3,495
-76
207
$1.24M 0.08%
14,006
-8,081
208
$1.24M 0.08%
10,154
+4,242
209
$1.24M 0.08%
8,138
-398
210
$1.22M 0.07%
18,938
+8,966
211
$1.2M 0.07%
58,329
212
$1.2M 0.07%
12,789
-167
213
$1.2M 0.07%
2,340
+1,020
214
$1.19M 0.07%
48,462
+56
215
$1.18M 0.07%
7,880
+3,791
216
$1.17M 0.07%
17,242
+8,884
217
$1.16M 0.07%
16,368
+7,258
218
$1.12M 0.07%
31,788
219
$1.11M 0.07%
4,746
+2,543
220
$1.11M 0.07%
11,496
+3,714
221
$1.1M 0.07%
20,451
+746
222
$1.09M 0.07%
2,147
+47
223
$1.07M 0.07%
11,776
-2,617
224
$1.07M 0.07%
10,612
+5,249
225
$1.07M 0.07%
962
+572
7 8
9
10 11