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
$1.15B
AUM Growth
+$125M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
568
New
Increased
Reduced
Closed

Top Buys

1
+$5.19M
2
+$5.01M
3
+$3.52M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$3.17M
5
AAPL icon
Apple
AAPL
+$2.83M

Top Sells

1
+$3.01M
2
+$1.24M
3
+$1.21M
4
HTGC icon
Hercules Capital
HTGC
+$1.07M
5
HD icon
Home Depot
HD
+$974K

Sector Composition

1 Technology 18.49%
2 Energy 11.74%
3 Financials 6.33%
4 Consumer Discretionary 5.98%
5 Healthcare 5.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$106M 9.25%
967,208
+2,382
2
$56.6M 4.94%
343,206
+17,133
3
$40.3M 3.51%
125,568
+756
4
$39.9M 3.48%
138,249
+4,723
5
$28.9M 2.52%
1,040,590
-44,660
6
$28.5M 2.48%
69,558
-830
7
$26.4M 2.31%
256,015
-4,638
8
$17.6M 1.53%
56,939
+6,176
9
$17.5M 1.53%
242,865
-9,356
10
$15.9M 1.38%
121,687
+821
11
$12.1M 1.05%
36,296
+760
12
$11.7M 1.02%
24,813
+306
13
$11.3M 0.99%
277,566
-1,972
14
$11M 0.96%
53,203
+7,507
15
$10.6M 0.93%
108,263
-6,274
16
$9.34M 0.81%
52,375
-615
17
$8.74M 0.76%
84,247
-936
18
$8.59M 0.75%
34,422
+20,797
19
$8.18M 0.71%
78,692
+5,356
20
$8.17M 0.71%
145,247
+14,073
21
$8.12M 0.71%
52,367
+299
22
$8M 0.7%
57,950
+36,276
23
$7.75M 0.68%
42,538
+1,781
24
$7.57M 0.66%
464,656
+5,300
25
$7.48M 0.65%
50,335
-5,761
1
2 3 4 5