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 | |
|---|---|---|---|---|---|---|---|
| $528K | 0.03% | 20,884 -3,342 | -14% | -$84.4K | |||
| $527K | 0.03% | 1,215 +507 | +72% | +$220K | |||
| $524K | 0.03% | 1,221 | New | +$524K | |||
| $523K | 0.03% | 22,576 +5,324 | +31% | +$123K | |||
| $518K | 0.03% | 23,829 +1,405 | +6% | +$30.5K | |||
| $517K | 0.03% | 14,495 | – | – | |||
| $511K | 0.02% | 2,994 | – | – | |||
| $503K | 0.02% | 2,207 -63 | -3% | -$14.4K | |||
| $498K | 0.02% | 5,111 | – | – | |||
| $496K | 0.02% | 6,158 +992 | +19% | +$79.9K | |||
| $494K | 0.02% | 21,739 +5,400 | +33% | +$123K | |||
| $490K | 0.02% | 10,312 -6 | -0.1% | -$285 | |||
| $487K | 0.02% | 4,370 +209 | +5% | +$23.3K | |||
| $486K | 0.02% | 17,355 +1,898 | +12% | +$53.1K | |||
| $485K | 0.02% | 6,192 +136 | +2% | +$10.6K | |||
| $483K | 0.02% | 4,905 | – | – | |||
| $480K | 0.02% | 27,590 +39 | +0.1% | +$678 | |||
| $480K | 0.02% | 4,149 +291 | +8% | +$33.6K | |||
| $480K | 0.02% | 1,409 +6 | +0.4% | +$2.04K | |||
| $478K | 0.02% | 1,040 | – | – | |||
| $478K | 0.02% | 13,992 +1,045 | +8% | +$35.7K | |||
| $475K | 0.02% | 502 +32 | +7% | +$30.3K | |||
| $471K | 0.02% | 1,692 +2 | +0.1% | +$556 | |||
| $469K | 0.02% | 2,920 -100 | -3% | -$16.1K | |||
| $465K | 0.02% | 8,309 +1,978 | +31% | +$111K |
