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
26
$5.63M 0.55%
45,696
+4,897
27
$5.53M 0.54%
17,495
+713
28
$5.51M 0.54%
14,352
-954
29
$5.5M 0.54%
39,041
+7,586
30
$5.4M 0.53%
30,061
+1,410
31
$5.31M 0.52%
22,160
-1,118
32
$5.21M 0.51%
111,638
-20,053
33
$5.21M 0.51%
104,208
+3,705
34
$5.18M 0.51%
46,713
+7,725
35
$5.13M 0.5%
11,240
+429
36
$5.12M 0.5%
104,817
+260
37
$5.1M 0.5%
14,522
-6,946
38
$5.08M 0.5%
26,562
+20,859
39
$5.01M 0.49%
98,831
-1,904
40
$4.97M 0.49%
65,967
-547
41
$4.9M 0.48%
328,305
+111
42
$4.84M 0.47%
221,289
+1,755
43
$4.76M 0.47%
66,205
-402
44
$4.76M 0.47%
101,964
45
$4.74M 0.46%
77,108
-11,212
46
$4.66M 0.46%
49,212
-627
47
$4.62M 0.45%
99,793
+17,273
48
$4.55M 0.45%
35,196
-1,184
49
$4.48M 0.44%
94,734
+18,330
50
$4.42M 0.43%
200,625
-7,605
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