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 | |
|---|---|---|---|---|---|---|---|
| $413K | 0.02% | 6,478 | – | – | |||
| $413K | 0.02% | 2,009 | New | +$413K | |||
| $412K | 0.02% | 1,179 -12 | -1% | -$4.19K | |||
| $411K | 0.02% | 4,465 +11 | +0.3% | +$1.01K | |||
| $410K | 0.02% | 8,321 | New | +$410K | |||
| $409K | 0.02% | 2,067 -182 | -8% | -$36K | |||
| $409K | 0.02% | 4,198 +407 | +11% | +$39.6K | |||
| $409K | 0.02% | 3,374 +21 | +0.6% | +$2.54K | |||
| $408K | 0.02% | 4,696 +451 | +11% | +$39.2K | |||
| $408K | 0.02% | 11,675 -1,987 | -15% | -$69.4K | |||
| $406K | 0.02% | 6,254 -749 | -11% | -$48.6K | |||
| $398K | 0.02% | 13,801 | – | – | |||
| $398K | 0.02% | 6,270 +240 | +4% | +$15.2K | |||
| $397K | 0.02% | 8,625 -330 | -4% | -$15.2K | |||
| $395K | 0.02% | 6,184 | – | – | |||
| $394K | 0.02% | 3,580 +1 | +0% | +$110 | |||
| $393K | 0.02% | 1,610 +60 | +4% | +$14.6K | |||
| $392K | 0.02% | 5,002 -3 | -0.1% | -$235 | |||
| $388K | 0.02% | 18,539 -2,924 | -14% | -$61.3K | |||
| $388K | 0.02% | 1,675 +84 | +5% | +$19.4K | |||
| $387K | 0.02% | 102,400 +2,600 | +3% | +$9.83K | |||
| $386K | 0.02% | 3,477 +526 | +18% | +$58.4K | |||
| $386K | 0.02% | 733 -93 | -11% | -$48.9K | |||
| $383K | 0.02% | 2,170 -9 | -0.4% | -$1.59K | |||
| $382K | 0.02% | 5,489 +48 | +0.9% | +$3.34K |
