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
426
$465K 0.02%
8,725
-1,478
427
$464K 0.02%
21,601
-101,877
428
$462K 0.02%
6,800
429
$458K 0.02%
4,443
+1
430
$453K 0.02%
9,173
+706
431
$451K 0.02%
7,497
432
$441K 0.02%
5,727
-3
433
$441K 0.02%
4,175
+34
434
$434K 0.02%
6,803
-1,579
435
$431K 0.02%
762
+87
436
$431K 0.02%
7,968
+40
437
$427K 0.02%
15,501
-985
438
$427K 0.02%
10,412
439
$427K 0.02%
432
+86
440
$425K 0.02%
4,107
-172
441
$424K 0.02%
1,600
+284
442
$424K 0.02%
9,566
-199
443
$422K 0.02%
2,038
-179
444
$421K 0.02%
51,900
-35,846
445
$421K 0.02%
5,898
+562
446
$420K 0.02%
9,959
+83
447
$420K 0.02%
3,443
-12
448
$420K 0.02%
1,322
449
$419K 0.02%
1,768
-1
450
$415K 0.02%
4,101
16 17
18
19 20