MWM

Meridian Wealth Management Portfolio holdings

AUM $2.34B
1-Year Est. Return 23.51%
This Quarter Est. Return
1 Year Est. Return
+23.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.02B
AUM Growth
+$91.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
544
New
Increased
Reduced
Closed

Top Buys

1
+$3.99M
2
+$1.9M
3
+$1.87M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.63M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.44M

Top Sells

1
+$5.83M
2
+$2.44M
3
+$1.29M
4
OKE icon
Oneok
OKE
+$1.16M
5
GILD icon
Gilead Sciences
GILD
+$1.12M

Sector Composition

1 Technology 15.43%
2 Energy 13.35%
3 Financials 6.83%
4 Healthcare 6.72%
5 Consumer Discretionary 5.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$287K 0.03%
+2,757
427
$287K 0.03%
2,550
+25
428
$285K 0.03%
+4,652
429
$284K 0.03%
3,768
+25
430
$284K 0.03%
9,187
-2,616
431
$282K 0.03%
5,695
+1,134
432
$280K 0.03%
1,271
-4
433
$276K 0.03%
6,478
434
$276K 0.03%
+4,614
435
$275K 0.03%
1,268
436
$274K 0.03%
1,156
+35
437
$270K 0.03%
11,455
438
$270K 0.03%
5,779
-247
439
$270K 0.03%
5,797
440
$268K 0.03%
25,887
441
$268K 0.03%
3,705
+261
442
$268K 0.03%
471,583
+346,685
443
$267K 0.03%
1,702
+33
444
$267K 0.03%
4,376
445
$267K 0.03%
4,196
-1,050
446
$267K 0.03%
5,067
447
$265K 0.03%
17,398
448
$265K 0.03%
12,600
449
$263K 0.03%
6,370
-154
450
$255K 0.03%
3,262
+80
16 17
18
19 20