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
$1.02B
AUM Growth
+$91.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
544
New
Increased
Reduced
Closed

Top Buys

1
+$3.99M
2
+$1.9M
3
+$1.87M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.63M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.44M

Top Sells

1
+$5.83M
2
+$2.44M
3
+$1.29M
4
OKE icon
Oneok
OKE
+$1.16M
5
GILD icon
Gilead Sciences
GILD
+$1.12M

Sector Composition

1 Technology 15.43%
2 Energy 13.35%
3 Financials 6.83%
4 Healthcare 6.72%
5 Consumer Discretionary 5.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$690K 0.07%
17,436
+421
252
$690K 0.07%
5,317
-151
253
$689K 0.07%
15,938
254
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3,982
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255
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5,439
-58
256
$675K 0.07%
2,006
+459
257
$672K 0.07%
10,085
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258
$666K 0.07%
56,149
-4,007
259
$663K 0.06%
17,911
-2,907
260
$659K 0.06%
13,192
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261
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27,122
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262
$657K 0.06%
15,916
+3,993
263
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2,468
-271
264
$644K 0.06%
6,554
-29
265
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25,920
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266
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267
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4,050
268
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3,582
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269
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4,679
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270
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5,322
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271
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4,178
-265
272
$613K 0.06%
8,783
-34
273
$611K 0.06%
4,498
+2,492
274
$604K 0.06%
5,737
+32
275
$601K 0.06%
11,428
-2,855
9 10
11
12 13