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
451
$254K 0.02%
7,713
+83
452
$252K 0.02%
3,278
+158
453
$250K 0.02%
1,550
-50
454
$250K 0.02%
14,783
+3,077
455
$248K 0.02%
4,106
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456
$248K 0.02%
2,491
-63
457
$247K 0.02%
2,006
-1,476
458
$244K 0.02%
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+29
459
$242K 0.02%
+335
460
$241K 0.02%
+6,600
461
$240K 0.02%
2,825
+2
462
$234K 0.02%
810
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463
$232K 0.02%
+5,087
464
$229K 0.02%
+7,973
465
$227K 0.02%
+1,639
466
$227K 0.02%
+2,708
467
$224K 0.02%
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468
$224K 0.02%
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$222K 0.02%
9,364
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8,820
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471
$221K 0.02%
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472
$220K 0.02%
+2,372
473
$220K 0.02%
+2,206
474
$219K 0.02%
10,878
475
$217K 0.02%
7,770
17 18
19
20 21