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
476
$217K 0.02%
22,842
-11,704
477
$216K 0.02%
+9,491
478
$216K 0.02%
30,100
+100
479
$214K 0.02%
3,159
+1,438
480
$211K 0.02%
+1,510
481
$211K 0.02%
2,564
+1
482
$209K 0.02%
+1,076
483
$209K 0.02%
+4,666
484
$209K 0.02%
+5,126
485
$206K 0.02%
+7,030
486
$205K 0.02%
+3,889
487
$205K 0.02%
+846
488
$205K 0.02%
+9,182
489
$201K 0.02%
6,587
-1,400
490
$185K 0.02%
15,035
+2,792
491
$182K 0.02%
17,119
492
$181K 0.02%
18,762
+1,977
493
$180K 0.02%
+71,750
494
$177K 0.02%
+931
495
$176K 0.02%
15,676
496
$170K 0.02%
14,434
497
$169K 0.02%
16,031
+5,454
498
$160K 0.02%
13,165
-1,503
499
$160K 0.02%
14,300
500
$154K 0.02%
15,000
-12,000
18 19
20
21 22