MWM

Meridian Wealth Management Portfolio holdings

AUM $2.07B
AUM
$2.07B
AUM Growth
-$48.2M
Cap. Flow
+$52.1M
Cap. Flow %
2.52%
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

1Technology17.97%
2Financials8.63%
3Consumer Discretionary5.74%
4Energy5.7%
5Healthcare5.44%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$13.4M0.65%54,068
-869
-2%
-$216K
$13M0.63%253,685
+1,429
+0.6%
+$73K
$12.9M0.62%76,955
+4,410
+6%
+$738K
$12.9M0.62%38,972
+1,574
+4%
+$519K
$12.8M0.62%76,426
+3,813
+5%
+$638K
$12.6M0.61%34,499
+489
+1%
+$179K
$12.5M0.6%227,667
+13,604
+6%
+$745K
$11.9M0.57%59,502
-1,249
-2%
-$249K
$11.8M0.57%123,530
-2,821
-2%
-$269K
$11.8M0.57%201,708
-2,177
-1%
-$127K
$11.6M0.56%319,471
+1,907
+0.6%
+$69.2K
$11.6M0.56%187,396
+1,562
+0.8%
+$96.5K
$11.5M0.56%41,767
+7,289
+21%
+$2M
$11.1M0.54%562,983
-26,400
-4%
-$522K
$11.1M0.54%516,213
-607
-0.1%
-$13.1K
$11M0.53%370,469
+16,374
+5%
+$486K
$10.9M0.53%106,543
+10,339
+11%
+$1.06M
$10.8M0.52%58,117
+3,787
+7%
+$705K
$10.4M0.5%60,755
+1,959
+3%
+$334K
$9.99M0.48%434,559
+53,224
+14%
+$1.22M
$9.95M0.48%144,054
+844
+0.6%
+$58.3K
$9.52M0.46%92,614
-1,070
-1%
-$110K
$9.18M0.44%21,855
-69
-0.3%
-$29K
$9.07M0.44%218,024
+52,494
+32%
+$2.18M
$8.97M0.43%25,602
+3,739
+17%
+$1.31M
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