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
276
$1.1M 0.05%
7,181
-1,566
277
$1.09M 0.05%
4,044
+145
278
$1.08M 0.05%
+6,901
279
$1.08M 0.05%
15,492
-7,885
280
$1.08M 0.05%
11,171
+3,547
281
$1.06M 0.05%
78,586
+7,798
282
$1.06M 0.05%
4,784
-67
283
$1.06M 0.05%
6,710
-97
284
$1.06M 0.05%
12,106
-234
285
$1.05M 0.05%
11,684
+3,868
286
$1.04M 0.05%
10,108
-3,116
287
$1.04M 0.05%
3,811
-262
288
$1.04M 0.05%
3,261
-124
289
$1.03M 0.05%
16,530
-1,157
290
$1.02M 0.05%
13,860
+349
291
$1.01M 0.05%
25,766
+43
292
$1M 0.05%
25,564
+1,728
293
$994K 0.05%
3,292
-216
294
$994K 0.05%
10,978
-3,265
295
$989K 0.05%
1,469
-47
296
$985K 0.05%
13,514
-47
297
$975K 0.05%
8,008
+55
298
$974K 0.05%
151,709
+5,600
299
$971K 0.05%
28,746
-709
300
$968K 0.05%
22,358
+2,305
10 11
12
13 14