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
501
$150K 0.01%
+119,000
502
$144K 0.01%
12,387
503
$142K 0.01%
13,639
504
$137K 0.01%
12,173
505
$126K 0.01%
24,721
+494
506
$124K 0.01%
+11,115
507
$122K 0.01%
+12,541
508
$119K 0.01%
+10,665
509
$111K 0.01%
11,000
510
$84.7K 0.01%
15,459
+2,340
511
$83.3K 0.01%
15,000
512
$81.4K 0.01%
34,637
-1,457
513
$78K 0.01%
26,436
-1,706
514
$75.9K 0.01%
20,850
+619
515
$66K 0.01%
17,000
-33,000
516
$65.4K 0.01%
13,818
+1,435
517
$61.9K 0.01%
10,851
518
$54.8K 0.01%
192,000
519
$46.7K ﹤0.01%
24,600
520
$46.7K ﹤0.01%
1,800
-133
521
$44.2K ﹤0.01%
11,200
522
$36K ﹤0.01%
30,000
523
$12.7K ﹤0.01%
30,000
524
– –
0
525
$3.49K ﹤0.01%
1,333
18 19 20
21
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