MWM

Meridian Wealth Management Portfolio holdings

AUM $2.07B
This Quarter Return
-2.6%
1 Year Return
+14.25%
3 Year Return
+46.28%
5 Year Return
+232.78%
10 Year Return
–
AUM
$2.07B
AUM Growth
-$48.2M
Cap. Flow
+$35.3M
Cap. Flow %
1.71%
Top 10 Hldgs %
30.44%
Holding
659
New
34
Increased
291
Reduced
250
Closed
39

Top Buys

1
$7.38M
2
$5.74M
3
$3.88M
4
$2.47M
5
$2.46M

Top Sells

1
$4.67M
2
$3.36M
3
$2.49M
4
$2.44M
5
$2.19M

Sector Composition

1Technology17.92%
2Financials8.63%
3Consumer Discretionary5.74%
4Energy5.7%
5Healthcare5.44%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$88.1M4.26% 812,640
+5,009
+0.6%
+$543K
$87M4.21% 391,532
+33,230
+9%
+$7.38M
$85.2M4.13% 716,768
-2,418
-0.3%
-$288K
$74.2M3.59% 158,298
-445
-0.3%
-$209K
$62M3% 325,661
+4,795
+1%
+$912K
$60.6M2.93% 161,314
-12,449
-7%
-$4.67M
$53.1M2.57% 94,910
+1,432
+2%
+$801K
$47.5M2.3% 193,804
-102
-0.1%
-$25K
$39.1M1.89% 73,476
+955
+1%
+$509K
$32.1M1.55% 436,992
+78,146
+22%
+$5.74M
$27.2M1.32% 48,346
-3,266
-6%
-$1.84M
$23M1.11% 148,860
+3,269
+2%
+$506K
$22.4M1.09% 896,325
-70,816
-7%
-$1.77M
$21.5M1.04% 57,990
+1,947
+3%
+$722K
$20.2M0.98% 117,064
+4,493
+4%
+$776K
$18.7M0.91% 32,520
+1,554
+5%
+$896K
$17.1M0.83% 18,063
-704
-4%
-$666K
$16.3M0.79% 77,819
+5,530
+8%
+$1.16M
$16.1M0.78% 32,419
+4,991
+18%
+$2.47M
$15.5M0.75% 29,685
-125
-0.4%
-$65.5K
$15.1M0.73% 96,835
+3,369
+4%
+$526K
$14.6M0.71% 28,406
-806
-3%
-$414K
$14.3M0.69% 67,739
-1,247
-2%
-$264K
$14.1M0.68% 160,074
+8,845
+6%
+$777K
$14M0.68% 48,680
+2,096
+5%
+$604K
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