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
$1.57B
AUM Growth
-$65.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
622
New
Increased
Reduced
Closed

Top Buys

1
+$10.9M
2
+$9.02M
3
+$7.22M
4
SYBT icon
Stock Yards Bancorp
SYBT
+$5.75M
5
AVGO icon
Broadcom
AVGO
+$5.22M

Top Sells

1
+$61.5M
2
+$45.1M
3
+$40.9M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$22.8M
5
AMD icon
Advanced Micro Devices
AMD
+$15M

Sector Composition

1 Technology 19.02%
2 Financials 7.04%
3 Healthcare 6.76%
4 Energy 6.06%
5 Consumer Discretionary 5.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$1.5M 0.1%
+56,897
202
$1.5M 0.1%
6,842
+32
203
$1.5M 0.1%
28,876
-12
204
$1.49M 0.09%
121,860
-535,982
205
$1.48M 0.09%
106,912
+8,694
206
$1.47M 0.09%
5,675
-3,179
207
$1.46M 0.09%
82,556
-82,556
208
$1.46M 0.09%
3,667
+172
209
$1.46M 0.09%
13,966
-2,036
210
$1.44M 0.09%
14,176
-13,450
211
$1.43M 0.09%
14,932
+3,156
212
$1.42M 0.09%
2,385
+554
213
$1.38M 0.09%
49,053
+591
214
$1.38M 0.09%
+16,290
215
$1.38M 0.09%
44,711
-1,036
216
$1.36M 0.09%
14,470
-11,890
217
$1.34M 0.09%
22,065
-3,765
218
$1.34M 0.09%
38,823
-38,645
219
$1.32M 0.08%
12,732
+2,693
220
$1.32M 0.08%
37,248
-35,958
221
$1.31M 0.08%
25,737
+6,100
222
$1.31M 0.08%
+49,369
223
$1.3M 0.08%
6,217
-6,721
224
$1.3M 0.08%
5,377
+872
225
$1.3M 0.08%
13,370
+1,536
7 8
9
10 11