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
$929M
AUM Growth
-$293M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
580
New
Increased
Reduced
Closed

Top Buys

1
+$9.79M
2
+$2M
3
+$1.82M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.56M
5
BIIB icon
Biogen
BIIB
+$1.53M

Top Sells

1
+$9.27M
2
+$8.62M
3
+$7.96M
4
CTVA icon
Corteva
CTVA
+$7.46M
5
BX icon
Blackstone
BX
+$6.78M

Sector Composition

1 Technology 16.22%
2 Energy 11.99%
3 Consumer Discretionary 6.5%
4 Financials 6.36%
5 Healthcare 6.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$85.3M 9.17%
976,505
-16,048
2
$45.3M 4.87%
327,780
-39,475
3
$34M 3.66%
127,164
+692
4
$29.3M 3.15%
125,736
-36,995
5
$26.9M 2.89%
238,000
+7,011
6
$23.6M 2.54%
66,118
+1,909
7
$13M 1.4%
1,074,040
-41,490
8
$12.9M 1.38%
48,203
+5,836
9
$12.4M 1.33%
256,159
+623
10
$11.7M 1.26%
112,270
+1,419
11
$11.6M 1.25%
22,985
-285
12
$10.8M 1.16%
40,799
+3,350
13
$10.3M 1.11%
35,832
-642
14
$9.79M 1.05%
+231,174
15
$9.42M 1.01%
273,168
-151,937
16
$8.73M 0.94%
52,935
+783
17
$8.28M 0.89%
50,668
+515
18
$8.02M 0.86%
83,795
-16,805
19
$7.78M 0.84%
122,746
+1,165
20
$7.05M 0.76%
21,468
+6,100
21
$6.68M 0.72%
69,446
+4,506
22
$6.41M 0.69%
459,072
-299,880
23
$6.35M 0.68%
50,281
-338
24
$6.34M 0.68%
131,691
-11,842
25
$6.16M 0.66%
37,757
-5,472
1
2 3 4 5