MWM

Meridian Wealth Management Portfolio holdings

AUM $2.61B
1-Year Est. Return 29.73%
This Quarter Est. Return
1 Year Est. Return
+29.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.07B
AUM Growth
-$48.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
659
New
Increased
Reduced
Closed

Top Buys

1
+$7.38M
2
+$5.74M
3
+$3.88M
4
ISRG icon
Intuitive Surgical
ISRG
+$2.47M
5
OWL icon
Blue Owl Capital
OWL
+$2.46M

Top Sells

1
+$4.67M
2
+$3.36M
3
+$2.49M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$2.44M
5
PEY icon
Invesco High Yield Equity Dividend Achievers ETF
PEY
+$2.19M

Sector Composition

1 Technology 17.86%
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 Change
in Stake 		Capital Flow
26
$13.4M 0.65%
54,068
-869
27
$13M 0.63%
253,685
+1,429
28
$12.9M 0.62%
76,955
+4,410
29
$12.9M 0.62%
38,972
+1,574
30
$12.8M 0.62%
76,426
+3,813
31
$12.6M 0.61%
34,499
+489
32
$12.5M 0.6%
227,667
+13,604
33
$11.9M 0.57%
59,502
-1,249
34
$11.8M 0.57%
123,530
-2,821
35
$11.8M 0.57%
201,708
-2,177
36
$11.6M 0.56%
319,471
+1,907
37
$11.6M 0.56%
187,396
+1,562
38
$11.5M 0.56%
41,767
+7,289
39
$11.1M 0.54%
562,983
-26,400
40
$11.1M 0.54%
516,213
-607
41
$11M 0.53%
370,469
+16,374
42
$10.9M 0.53%
106,543
+10,339
43
$10.8M 0.52%
58,117
+3,787
44
$10.4M 0.5%
60,755
+1,959
45
$9.99M 0.48%
434,559
+53,224
46
$9.95M 0.48%
144,054
+844
47
$9.52M 0.46%
92,614
-1,070
48
$9.18M 0.44%
21,855
-69
49
$9.07M 0.44%
218,024
+52,494
50
$8.97M 0.43%
25,602
+3,739
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