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
$1.57B
AUM Growth
-$65.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
622
New
Increased
Reduced
Closed

Top Buys

1 +$10.9M
2 +$9.02M
3 +$7.22M
4
SYBT icon
Stock Yards Bancorp
SYBT
+$5.75M
5
AVGO icon
Broadcom
AVGO
+$5.22M

Top Sells

1 +$61.5M
2 +$45.1M
3 +$40.9M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$22.8M
5
AMD icon
Advanced Micro Devices
AMD
+$15M

Sector Composition

1 Technology 19.02%
2 Financials 7.04%
3 Healthcare 6.76%
4 Energy 6.06%
5 Consumer Discretionary 5.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$73.4M 4.69%
381,196
-319,640
2
$64.9M 4.14%
158,482
+26,721
3
$60.5M 3.86%
161,025
-120,027
4
$57.7M 3.69%
577,548
-140,597
5
$49.1M 3.13%
990,960
-11,820
6
$41.7M 2.66%
274,204
-269,236
7
$37.4M 2.39%
78,743
+10,350
8
$30.4M 1.94%
178,990
+42,424
9
$24.2M 1.55%
67,868
-63,914
10
$18.2M 1.16%
130,436
+30,963
11
$15.3M 0.97%
29,003
+6,529
12
$15M 0.96%
102,564
-102,590
13
$14.4M 0.92%
30,245
-24,399
14
$14.2M 0.9%
45,528
+4,390
15
$13.1M 0.84%
281,933
+279
16
$12.7M 0.81%
63,467
-62,627
17
$12.5M 0.8%
206,230
-26,365
18
$12.3M 0.78%
32,582
+162
19
$12.2M 0.78%
81,562
+12,765
20
$12M 0.77%
85,189
+1,727
21
$11.3M 0.72%
102,680
+47,460
22
$11.2M 0.72%
541,768
-555,336
23
$11.2M 0.72%
25,708
+11,410
24
$11.1M 0.71%
32,111
-15,403
25
$11.1M 0.71%
71,481
+24,996