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
$2.03B
AUM Growth
+$1.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
633
New
Increased
Reduced
Closed

Top Buys

1
+$84.4M
2
+$77.1M
3
+$73.6M
4
AMZN icon
Amazon
AMZN
+$58.6M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$33.2M

Top Sells

1
+$4.27M
2
+$1.26M
3
+$757K
4
TFLO icon
iShares Treasury Floating Rate Bond ETF
TFLO
+$633K
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$592K

Sector Composition

1 Technology 19.06%
2 Financials 7.17%
3 Healthcare 6.34%
4 Consumer Discretionary 5.63%
5 Energy 5.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$1.69M 0.08%
+33,372
202
$1.66M 0.08%
63,588
+5,426
203
$1.65M 0.08%
10,111
+841
204
$1.64M 0.08%
+17,100
205
$1.62M 0.08%
+9,587
206
$1.62M 0.08%
17,924
-1,521
207
$1.62M 0.08%
+25,809
208
$1.61M 0.08%
29,319
-1,142
209
$1.58M 0.08%
2,694
+1,857
210
$1.58M 0.08%
13,703
-61
211
$1.57M 0.08%
+38,149
212
$1.53M 0.08%
56,897
213
$1.52M 0.07%
+10,012
214
$1.51M 0.07%
+5,300
215
$1.5M 0.07%
+2,375
216
$1.49M 0.07%
17,591
-1,608
217
$1.47M 0.07%
+13,538
218
$1.45M 0.07%
5,041
+44
219
$1.45M 0.07%
20,723
-3,057
220
$1.44M 0.07%
47,655
+426
221
$1.43M 0.07%
39,336
+23,074
222
$1.41M 0.07%
+17,548
223
$1.41M 0.07%
28,105
-15,130
224
$1.39M 0.07%
+4,330
225
$1.37M 0.07%
+13,158
7 8
9
10 11