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
401
$528K 0.03%
20,884
-3,342
402
$527K 0.03%
1,215
+507
403
$524K 0.03%
+1,221
404
$523K 0.03%
22,576
+5,324
405
$518K 0.03%
23,829
+1,405
406
$517K 0.03%
14,495
407
$511K 0.02%
2,994
408
$503K 0.02%
2,207
-63
409
$498K 0.02%
5,111
410
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6,158
+992
411
$494K 0.02%
21,739
+5,400
412
$490K 0.02%
10,312
-6
413
$487K 0.02%
4,370
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414
$486K 0.02%
17,355
+1,898
415
$485K 0.02%
6,192
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416
$483K 0.02%
4,905
417
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27,590
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418
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4,149
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419
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1,409
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420
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1,040
421
$478K 0.02%
13,992
+1,045
422
$475K 0.02%
502
+32
423
$471K 0.02%
1,692
+2
424
$469K 0.02%
2,920
-100
425
$465K 0.02%
8,309
+1,978
15 16
17
18 19