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
251
$1.22M 0.06%
22,603
-319
252
$1.22M 0.06%
29,835
-7,944
253
$1.2M 0.06%
15,884
-157
254
$1.2M 0.06%
8,722
-267
255
$1.2M 0.06%
18,328
+259
256
$1.19M 0.06%
8,881
+431
257
$1.19M 0.06%
4,381
+1,410
258
$1.18M 0.06%
4,173
+1,217
259
$1.17M 0.06%
14,191
-29,438
260
$1.17M 0.06%
9,319
+158
261
$1.17M 0.06%
14,084
+186
262
$1.17M 0.06%
35,113
+14
263
$1.16M 0.06%
22,174
-967
264
$1.16M 0.06%
11,638
-1,833
265
$1.15M 0.06%
6,711
+421
266
$1.15M 0.06%
20,067
+926
267
$1.15M 0.06%
6,515
+630
268
$1.14M 0.06%
16,457
+1,356
269
$1.14M 0.06%
4,517
-108
270
$1.13M 0.05%
3,447
-223
271
$1.13M 0.05%
4,753
+3
272
$1.13M 0.05%
28,316
273
$1.13M 0.05%
3,685
+194
274
$1.12M 0.05%
7,607
-193
275
$1.11M 0.05%
3,712
+2,392
9 10
11
12 13