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
$837M
AUM Growth
+$236M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
489
New
Increased
Reduced
Closed

Top Buys

1 +$97.3M
2 +$79.7M
3 +$44.9M
4
JPM icon
JPMorgan Chase
JPM
+$39.2M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$25.7M

Top Sells

1 +$67.5M
2 +$66.3M
3 +$50.9M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$29.2M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$17.6M

Sector Composition

1 Technology 17.68%
2 Energy 11.26%
3 Financials 9.66%
4 Communication Services 7.87%
5 Healthcare 7.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$97.3M 11.63%
+787,332
2
$79.7M 9.53%
+692,613
3
$44.9M 5.37%
+82,494
4
$39.2M 4.68%
+193,676
5
$25.7M 3.07%
+140,933
6
$16.6M 1.98%
+63,613
7
$15.9M 1.9%
+86,794
8
$14.5M 1.73%
+17,010
9
$14M 1.68%
+27,559
10
$12.8M 1.53%
+25,412
11
$12.7M 1.52%
+260,985
12
$12.4M 1.49%
+72,515
13
$12.2M 1.46%
+27,384
14
$10.9M 1.3%
+67,630
15
$10.5M 1.25%
+84,713
16
$10.5M 1.25%
+192,008
17
$9.43M 1.13%
+101,223
18
$9.4M 1.12%
+163,082
19
$8.94M 1.07%
+309,014
20
$8.76M 1.05%
+22,387
21
$7.84M 0.94%
+36,475
22
$6.82M 0.81%
+302,009
23
$6.63M 0.79%
+25,248
24
$6.27M 0.75%
+104,460
25
$6.21M 0.74%
+174,617