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
$233M
AUM Growth
+$20.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
211
New
Increased
Reduced
Closed

Top Buys

1
+$3.75M
2
+$3.69M
3
+$2.92M
4
LULU icon
lululemon athletica
LULU
+$2.56M
5
ANET icon
Arista Networks
ANET
+$1.73M

Top Sells

1
+$2.68M
2
+$1.63M
3
+$1.59M
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$965K
5
VTV icon
Vanguard Value ETF
VTV
+$730K

Sector Composition

1 Technology 17.42%
2 Financials 12.06%
3 Communication Services 10.09%
4 Healthcare 9.57%
5 Consumer Discretionary 8.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.11M 0.91%
14,456
+8,325
27
$2M 0.86%
33,102
-1,857
28
$1.97M 0.85%
118,304
+104,384
29
$1.86M 0.8%
11,288
-9,936
30
$1.83M 0.79%
8,543
+4,336
31
$1.74M 0.75%
5,038
+46
32
$1.71M 0.73%
67,361
+34,270
33
$1.58M 0.68%
26,120
+2,900
34
$1.55M 0.67%
26,374
+3,295
35
$1.46M 0.63%
10,560
-1,675
36
$1.39M 0.6%
72,243
-2,688
37
$1.13M 0.48%
5,436
-42
38
$1.1M 0.48%
5,646
+3,038
39
$1.07M 0.46%
6,278
-87
40
$1.06M 0.46%
11,833
+2,673
41
$993K 0.43%
9,301
+156
42
$967K 0.42%
83,418
+7,350
43
$960K 0.41%
12,409
+6,873
44
$921K 0.4%
3,410
+1,873
45
$917K 0.39%
89,408
+6,392
46
$916K 0.39%
2,342
-167
47
$870K 0.37%
16,297
-997
48
$858K 0.37%
7,013
-4,485
49
$855K 0.37%
12,576
-332
50
$813K 0.35%
9,768
-203
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2
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