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 | |
|---|---|---|---|---|---|---|---|
| $705K | 0.03% | 7,595 -300 | -4% | -$27.8K | |||
| $702K | 0.03% | 12,471 +437 | +4% | +$24.6K | |||
| $699K | 0.03% | 1,877 -31 | -2% | -$11.5K | |||
| $692K | 0.03% | 13,866 -770 | -5% | -$38.4K | |||
| $687K | 0.03% | 2,771 -38 | -1% | -$9.42K | |||
| $683K | 0.03% | 3,960 +4 | +0.1% | +$690 | |||
| $681K | 0.03% | 386,650 -7,500 | -2% | -$13.2K | |||
| $674K | 0.03% | 5,150 -42 | -0.8% | -$5.49K | |||
| $662K | 0.03% | 2,502 -5 | -0.2% | -$1.32K | |||
| $662K | 0.03% | 6,307 +990 | +19% | +$104K | |||
| $662K | 0.03% | 11,756 | – | – | |||
| $661K | 0.03% | 5,075 -181 | -3% | -$23.6K | |||
| $656K | 0.03% | 991 +170 | +21% | +$113K | |||
| $655K | 0.03% | 5,801 +2,541 | +78% | +$287K | |||
| $654K | 0.03% | 13,030 +2,235 | +21% | +$112K | |||
| $648K | 0.03% | 9,938 -888 | -8% | -$57.9K | |||
| $646K | 0.03% | 4,929 -25 | -0.5% | -$3.28K | |||
| $646K | 0.03% | 10,952 -288 | -3% | -$17K | |||
| $642K | 0.03% | 5,052 -11 | -0.2% | -$1.4K | |||
| $636K | 0.03% | 12,439 -772 | -6% | -$39.5K | |||
| $633K | 0.03% | 5,568 -11,238 | -67% | -$1.28M | |||
| $633K | 0.03% | 8,166 +3,459 | +73% | +$268K | |||
| $632K | 0.03% | 15,509 +665 | +4% | +$27.1K | |||
| $622K | 0.03% | 11,282 +2,872 | +34% | +$158K | |||
| $618K | 0.03% | 6,034 +151 | +3% | +$15.5K |
