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
$1.19B
AUM Growth
+$39.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
571
New
Increased
Reduced
Closed

Top Buys

1 +$3.55M
2 +$2.06M
3 +$1.84M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.81M
5
SLV icon
iShares Silver Trust
SLV
+$1.72M

Top Sells

1 +$7.22M
2 +$5.85M
3 +$3.83M
4
VVV icon
Valvoline
VVV
+$3.75M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$2.89M

Sector Composition

1 Technology 19.71%
2 Energy 10.76%
3 Financials 6.27%
4 Healthcare 6.05%
5 Consumer Discretionary 6.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$103M 8.68%
960,404
-6,804
2
$67.3M 5.67%
347,035
+3,829
3
$45.6M 3.84%
133,792
-4,457
4
$44.3M 3.74%
119,991
-5,577
5
$43.8M 3.69%
1,035,060
-5,530
6
$33.2M 2.8%
254,498
-1,517
7
$29.7M 2.5%
66,920
-2,638
8
$20.4M 1.72%
59,816
+2,877
9
$17.8M 1.5%
122,256
+569
10
$15.5M 1.3%
239,446
-3,419
11
$12.1M 1.02%
35,293
-1,003
12
$12.1M 1.02%
279,521
+1,955
13
$11.9M 1%
99,370
+15,123
14
$11.5M 0.97%
23,836
-977
15
$10.6M 0.9%
37,625
+3,203
16
$10.3M 0.86%
54,761
+2,386
17
$10.2M 0.86%
84,183
+5,491
18
$9.92M 0.84%
87,064
-21,199
19
$9.32M 0.79%
56,296
+3,929
20
$9.23M 0.78%
145,297
+50
21
$9.06M 0.76%
483,700
+19,044
22
$9.05M 0.76%
63,707
+5,757
23
$8.08M 0.68%
30,870
-22,333
24
$7.83M 0.66%
51,625
+1,290
25
$7.8M 0.66%
27,189
+944