MWM
Meridian Wealth Management Portfolio holdings
AUM $2.07B
AUM
$2.07B
AUM Growth
-$48.2M (-2%)
Cap. Flow
+$52.1M
Cap. Flow % of AUM
2.52%
Top 10 Holdings %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
| 1 | Technology | 17.97% |
| 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 | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $1.1M | 0.05% | 7,181 -1,566 | -18% | -$240K | |||
| $1.09M | 0.05% | 4,044 +145 | +4% | +$39K | |||
| $1.08M | 0.05% | 6,901 | New | +$1.08M | |||
| $1.08M | 0.05% | 15,492 -7,885 | -34% | -$548K | |||
| $1.08M | 0.05% | 11,171 +3,547 | +47% | +$341K | |||
| $1.06M | 0.05% | 78,586 +7,798 | +11% | +$106K | |||
| $1.06M | 0.05% | 4,784 -67 | -1% | -$14.8K | |||
| $1.06M | 0.05% | 6,710 -97 | -1% | -$15.3K | |||
| $1.06M | 0.05% | 12,106 -234 | -2% | -$20.4K | |||
| $1.05M | 0.05% | 11,684 +3,868 | +49% | +$348K | |||
| $1.04M | 0.05% | 10,108 -3,116 | -24% | -$320K | |||
| $1.04M | 0.05% | 3,811 -262 | -6% | -$71.4K | |||
| $1.04M | 0.05% | 3,261 -124 | -4% | -$39.5K | |||
| $1.03M | 0.05% | 16,530 -1,157 | -7% | -$71.8K | |||
| $1.02M | 0.05% | 13,860 +349 | +3% | +$25.7K | |||
| $1.01M | 0.05% | 25,766 +43 | +0.2% | +$1.69K | |||
| $1M | 0.05% | 12,782 +864 | +7% | +$67.8K | |||
| $994K | 0.05% | 3,292 -216 | -6% | -$65.2K | |||
| $994K | 0.05% | 10,978 -3,265 | -23% | -$296K | |||
| $989K | 0.05% | 1,469 -47 | -3% | -$31.6K | |||
| $985K | 0.05% | 13,514 -47 | -0.4% | -$3.42K | |||
| $975K | 0.05% | 8,008 +55 | +0.7% | +$6.7K | |||
| $974K | 0.05% | 132,745 +4,900 | +4% | +$36K | |||
| $971K | 0.05% | 28,746 -709 | -2% | -$24K | |||
| $968K | 0.05% | 22,358 +2,305 | +11% | +$99.8K |
