MWM

Meridian Wealth Management Portfolio holdings

AUM $2.07B
AUM
$2.07B
AUM Growth
-$48.2M
Cap. Flow
+$52.1M
Cap. Flow %
2.52%
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
$2.49M
3
$2.44M
4
$2.19M
5
$1.84M

Sector Composition

1Technology17.97%
2Financials8.63%
3Consumer Discretionary5.74%
4Energy5.7%
5Healthcare5.44%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$1.37M0.07%48,319
+239
+0.5%
+$6.77K
$1.36M0.07%18,976
+9,871
+108%
+$709K
$1.35M0.07%5,290
-126
-2%
-$32.2K
$1.34M0.06%21,759
+196
+0.9%
+$12.1K
$1.34M0.06%16,131
-2,739
-15%
-$227K
$1.33M0.06%57,472
+9,560
+20%
+$221K
$1.33M0.06%4,323
+123
+3%
+$37.7K
$1.32M0.06%2,174
-234
-10%
-$142K
$1.31M0.06%14,203
+8,520
+150%
+$788K
$1.31M0.06%51,880
+11,772
+29%
+$297K
$1.3M0.06%8,947
-967
-10%
-$141K
$1.3M0.06%29,350
+3,788
+15%
+$168K
$1.29M0.06%35,355
-3,314
-9%
-$121K
$1.28M0.06%14,436
+898
+7%
+$79.8K
$1.28M0.06%60,769
+34,215
+129%
+$720K
$1.28M0.06%4,130
-60
-1%
-$18.5K
$1.27M0.06%11,560
+1,931
+20%
+$212K
$1.27M0.06%12,421
+1,563
+14%
+$160K
$1.25M0.06%24,744
+2,818
+13%
+$143K
$1.25M0.06%8,310
+25
+0.3%
+$3.78K
$1.25M0.06%11,833
+6,881
+139%
+$727K
$1.25M0.06%15,252
+53
+0.4%
+$4.33K
$1.24M0.06%5,873
+57
+1%
+$12.1K
$1.24M0.06%4,811
-36
-0.7%
-$9.25K
$1.23M0.06%669
+132
+25%
+$243K
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