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
$1.22M0.06% 22,603
-319
-1%
-$17.2K
$1.22M0.06% 29,835
-7,944
-21%
-$324K
$1.2M0.06% 15,884
-157
-1%
-$11.9K
$1.2M0.06% 8,722
-267
-3%
-$36.8K
$1.2M0.06% 18,328
+259
+1%
+$16.9K
$1.19M0.06% 8,881
+431
+5%
+$57.9K
$1.19M0.06% 4,381
+1,410
+47%
+$383K
$1.18M0.06% 4,173
+1,217
+41%
+$344K
$1.17M0.06% 14,191
-29,438
-67%
-$2.44M
$1.17M0.06% 9,319
+158
+2%
+$19.9K
$1.17M0.06% 14,084
+186
+1%
+$15.5K
$1.17M0.06% 35,113
+14
+0%
+$468
$1.16M0.06% 22,174
-967
-4%
-$50.8K
$1.16M0.06% 11,638
-1,833
-14%
-$183K
$1.15M0.06% 6,711
+421
+7%
+$71.9K
$1.15M0.06% 20,067
+926
+5%
+$52.9K
$1.15M0.06% 6,515
+630
+11%
+$111K
$1.14M0.06% 16,457
+1,356
+9%
+$94.3K
$1.14M0.06% 4,517
-108
-2%
-$27.2K
$1.13M0.05% 3,447
-223
-6%
-$73.4K
$1.13M0.05% 4,753
+3
+0.1%
+$715
$1.13M0.05% 28,316––
$1.13M0.05% 3,685
+194
+6%
+$59.2K
$1.12M0.05% 7,607
-193
-2%
-$28.3K
$1.11M0.05% 3,712
+2,392
+181%
+$716K
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