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
$2.03B
AUM Growth
+$1.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
633
New
Increased
Reduced
Closed

Top Buys

1 +$84.4M
2 +$77.1M
3 +$73.6M
4
AMZN icon
Amazon
AMZN
+$58.6M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$33.2M

Sector Composition

1 Technology 19.06%
2 Financials 7.17%
3 Healthcare 6.34%
4 Consumer Discretionary 5.63%
5 Energy 5.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$96.6M 4.75%
795,452
+8,120
2
$84.4M 4.15%
+362,097
3
$83M 4.08%
708,291
+15,678
4
$77.1M 3.79%
+157,951
5
$73.6M 3.62%
+171,052
6
$58.6M 2.88%
+314,705
7
$47.6M 2.34%
83,019
+525
8
$41.7M 2.05%
197,560
+3,884
9
$33.2M 1.63%
+72,058
10
$27.2M 1.34%
+47,221
11
$24.6M 1.21%
+945,904
12
$23.8M 1.17%
143,319
+2,386
13
$23.6M 1.16%
+314,292
14
$21.3M 1.05%
+55,585
15
$18.9M 0.93%
+108,236
16
$18.2M 0.9%
31,162
+3,603
17
$16.9M 0.83%
69,005
+5,392
18
$16.7M 0.82%
18,889
+1,879
19
$16.4M 0.81%
+100,148
20
$15.6M 0.77%
+29,544
21
$15.5M 0.76%
92,550
+5,756
22
$15.4M 0.76%
26,895
+1,483
23
$15.1M 0.74%
+126,886
24
$14.8M 0.73%
74,878
+2,363
25
$14.7M 0.72%
+37,697