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
$1.63B
AUM Growth
+$446M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
567
New
Increased
Reduced
Closed

Top Buys

1 +$60.6M
2 +$46.5M
3 +$36.7M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$25.2M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$17.1M

Top Sells

1 +$28.5M
2 +$2.16M
3 +$2.12M
4
NVDA icon
NVIDIA
NVDA
+$1.4M
5
CIBR icon
First Trust NASDAQ Cybersecurity ETF
CIBR
+$1.3M

Sector Composition

1 Technology 22.25%
2 Consumer Discretionary 7.82%
3 Energy 7.45%
4 Financials 6.9%
5 Healthcare 6.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$120M 7.36%
700,836
+353,801
2
$88.8M 5.44%
281,052
+147,260
3
$84.4M 5.17%
718,145
-242,259
4
$69.1M 4.23%
543,440
+288,942
5
$47.2M 2.89%
131,761
+11,770
6
$46.2M 2.83%
131,782
+71,966
7
$43.6M 2.67%
1,002,780
-32,280
8
$29.2M 1.79%
68,393
+1,473
9
$23.5M 1.44%
54,644
+39,815
10
$22.3M 1.37%
126,094
+71,333
11
$21.1M 1.29%
205,154
+118,090
12
$19.9M 1.22%
1,097,104
+613,404
13
$19.8M 1.21%
136,566
+14,310
14
$15.7M 0.96%
101,082
+44,786
15
$15.5M 0.95%
106,524
+54,899
16
$14.4M 0.88%
47,514
+32,395
17
$13.9M 0.85%
81,764
+40,811
18
$13.5M 0.83%
232,595
-6,851
19
$13M 0.8%
99,473
+103
20
$12.5M 0.77%
45,752
+22,476
21
$12.2M 0.75%
87,212
+40,678
22
$11.7M 0.72%
169,586
+101,577
23
$11.6M 0.71%
281,654
+2,133
24
$11.3M 0.69%
22,474
-1,362
25
$11.2M 0.69%
41,138
+3,513