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
$837M
AUM Growth
+$236M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
489
New
Increased
Reduced
Closed

Top Buys

1
+$97.3M
2
+$79.7M
3
+$44.9M
4
JPM icon
JPMorgan Chase
JPM
+$39.2M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$25.7M

Top Sells

1
+$67.5M
2
+$66.3M
3
+$50.9M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$29.2M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$17.6M

Sector Composition

1 Technology 17.68%
2 Energy 11.26%
3 Financials 9.66%
4 Communication Services 7.87%
5 Healthcare 7.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$387K 0.05%
+8,560
202
$381K 0.05%
+7,471
203
$377K 0.05%
+5,374
204
$375K 0.04%
+2,270
205
$372K 0.04%
+5,893
206
$370K 0.04%
+5,441
207
$368K 0.04%
+88,465
208
$368K 0.04%
+8,059
209
$366K 0.04%
+4,653
210
$364K 0.04%
+15,608
211
$363K 0.04%
+1,623
212
$360K 0.04%
+2,298
213
$360K 0.04%
+3,310
214
$354K 0.04%
+3,329
215
$353K 0.04%
+10,663
216
$352K 0.04%
+2,336
217
$352K 0.04%
+4,100
218
$349K 0.04%
+10,495
219
$348K 0.04%
+7,616
220
$345K 0.04%
+15,163
221
$344K 0.04%
+6,751
222
$337K 0.04%
+5,067
223
$332K 0.04%
+13,294
224
$332K 0.04%
+7,983
225
$330K 0.04%
+17,418
7 8
9
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