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
$208M
AUM Growth
-$4.47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
226
New
Increased
Reduced
Closed

Top Buys

1 +$4.36M
2 +$2.3M
3 +$1.83M
4
DIS icon
Walt Disney
DIS
+$1.62M
5
AMD icon
Advanced Micro Devices
AMD
+$1.59M

Top Sells

1 +$13M
2 +$7.41M
3 +$6.6M
4
AAPL icon
Apple
AAPL
+$6.47M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.09M

Sector Composition

1 Financials 14.27%
2 Technology 13.04%
3 Consumer Discretionary 11.73%
4 Communication Services 8.75%
5 Industrials 7.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$13.5M 6.5%
146,260
+1,040
2
$12.5M 6.03%
38,935
+362
3
$10.9M 5.22%
77,867
+3,541
4
$8.59M 4.13%
59,420
+11,195
5
$7.24M 3.48%
98,620
-88,184
6
$7.17M 3.45%
559,380
-1,338
7
$6.88M 3.31%
43,615
+1,663
8
$5.86M 2.82%
166,519
+1,106
9
$5.09M 2.45%
17,301
-16
10
$4.53M 2.18%
156,306
+20,602
11
$4.36M 2.1%
+110,700
12
$3.9M 1.88%
34,225
+20,178
13
$3.63M 1.74%
77,785
14
$3.11M 1.5%
10,921
+559
15
$2.97M 1.43%
15,801
+386
16
$2.83M 1.36%
45,179
+29,230
17
$2.74M 1.32%
8,403
-2,684
18
$2.68M 1.29%
58,494
+34,670
19
$2.2M 1.06%
5,649
-847
20
$2.15M 1.03%
113,652
+2,064
21
$1.92M 0.92%
9,336
-21
22
$1.9M 0.91%
5,880
-22,911
23
$1.83M 0.88%
28,243
+915
24
$1.61M 0.78%
26,636
-7,928
25
$1.57M 0.76%
23,520
+1,000