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
501
$333K 0.02%
+5,471
502
$331K 0.02%
7,983
503
$328K 0.02%
+1,510
504
$327K 0.02%
5,104
505
$326K 0.02%
18,686
-3,699
506
$326K 0.02%
3,969
+6
507
$326K 0.02%
748
-162
508
$324K 0.02%
5,580
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509
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510
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700
511
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512
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10,269
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513
$315K 0.02%
5,510
-1,000
514
$313K 0.02%
3,028
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515
$311K 0.02%
1,184
+81
516
$309K 0.02%
1,393
-13
517
$306K 0.01%
56,916
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518
$303K 0.01%
+1,353
519
$302K 0.01%
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520
$301K 0.01%
620
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521
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21,507
522
$298K 0.01%
4,246
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523
$297K 0.01%
11,806
-390
524
$297K 0.01%
+3,540
525
$294K 0.01%
29,068
-555
19 20
21
22 23