MWM
Meridian Wealth Management Portfolio holdings
AUM $2.07B
AUM
$2.07B
AUM Growth
-$48.2M (-2%)
Cap. Flow
+$52.1M
Cap. Flow % of AUM
2.52%
Top 10 Holdings %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
| 1 | Technology | 17.97% |
| 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 | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $382K | 0.02% | 2,734 -95 | -3% | -$13.3K | |||
| $379K | 0.02% | 2,922 -16 | -0.5% | -$2.08K | |||
| $378K | 0.02% | 8,150 -886 | -10% | -$41.1K | |||
| $377K | 0.02% | 3,132 +377 | +14% | +$45.4K | |||
| $373K | 0.02% | 7,920 +1,459 | +23% | +$68.7K | |||
| $367K | 0.02% | 2,493 +5 | +0.2% | +$736 | |||
| $367K | 0.02% | 1,998 +173 | +9% | +$31.7K | |||
| $366K | 0.02% | 2,048 +262 | +15% | +$46.8K | |||
| $365K | 0.02% | 7,430 -8,844 | -54% | -$435K | |||
| $362K | 0.02% | 6,143 -1,269 | -17% | -$74.8K | |||
| $361K | 0.02% | 18,241 +256 | +1% | +$5.06K | |||
| $358K | 0.02% | 3,378 | – | – | |||
| $350K | 0.02% | 5,331 -312 | -6% | -$20.5K | |||
| $348K | 0.02% | 1,666 -5 | -0.3% | -$1.05K | |||
| $347K | 0.02% | 5,925 -98 | -2% | -$5.74K | |||
| $346K | 0.02% | 5,067 | – | – | |||
| $344K | 0.02% | 740 +115 | +18% | +$53.5K | |||
| $344K | 0.02% | 11,700 +327 | +3% | +$9.62K | |||
| $343K | 0.02% | 6,095 +1,765 | +41% | +$99.3K | |||
| $340K | 0.02% | 2,224 -6 | -0.3% | -$919 | |||
| $339K | 0.02% | 88,862 +250 | +0.3% | +$952 | |||
| $338K | 0.02% | 4,590 -1,368 | -23% | -$101K | |||
| $337K | 0.02% | 6,807 | New | +$337K | |||
| $336K | 0.02% | 7,033 | New | +$336K | |||
| $333K | 0.02% | 4,601 -6 | -0.1% | -$435 |
