MWM

Meridian Wealth Management Portfolio holdings

AUM $2.61B
1-Year Est. Return 29.73%
This Quarter Est. Return
1 Year Est. Return
+29.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.07B
AUM Growth
-$48.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
659
New
Increased
Reduced
Closed

Top Buys

1
+$7.38M
2
+$5.74M
3
+$3.88M
4
ISRG icon
Intuitive Surgical
ISRG
+$2.47M
5
OWL icon
Blue Owl Capital
OWL
+$2.46M

Top Sells

1
+$4.67M
2
+$3.36M
3
+$2.49M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$2.44M
5
PEY icon
Invesco High Yield Equity Dividend Achievers ETF
PEY
+$2.19M

Sector Composition

1 Technology 17.86%
2 Financials 8.63%
3 Consumer Discretionary 5.74%
4 Energy 5.7%
5 Healthcare 5.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.37M 0.07%
48,319
+239
227
$1.36M 0.07%
18,976
+9,871
228
$1.35M 0.07%
5,290
-126
229
$1.34M 0.06%
21,759
+196
230
$1.34M 0.06%
32,262
-5,478
231
$1.33M 0.06%
57,472
+9,560
232
$1.33M 0.06%
4,323
+123
233
$1.32M 0.06%
2,174
-234
234
$1.31M 0.06%
14,203
+8,520
235
$1.31M 0.06%
51,880
+11,772
236
$1.3M 0.06%
8,947
-967
237
$1.3M 0.06%
29,350
+3,788
238
$1.29M 0.06%
35,355
-3,314
239
$1.28M 0.06%
28,872
+1,796
240
$1.28M 0.06%
60,769
+34,215
241
$1.28M 0.06%
4,130
-60
242
$1.27M 0.06%
11,560
+1,931
243
$1.27M 0.06%
12,421
+1,563
244
$1.25M 0.06%
24,744
+2,818
245
$1.25M 0.06%
8,310
+25
246
$1.25M 0.06%
11,833
+6,881
247
$1.25M 0.06%
15,252
+53
248
$1.24M 0.06%
5,873
+57
249
$1.24M 0.06%
4,811
-36
250
$1.23M 0.06%
669
+132
8 9
10
11 12