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 | |
|---|---|---|---|---|---|---|---|
| $292K | 0.01% | 11,504 +3,893 | +51% | +$98.8K | |||
| $291K | 0.01% | 3,014 | New | +$291K | |||
| $290K | 0.01% | 1,742 +100 | +6% | +$16.7K | |||
| $282K | 0.01% | 145 +2 | +1% | +$3.9K | |||
| $282K | 0.01% | 16,972 +2,037 | +14% | +$33.9K | |||
| $282K | 0.01% | 11,045 +559 | +5% | +$14.3K | |||
| $280K | 0.01% | 8,058 +443 | +6% | +$15.4K | |||
| $279K | 0.01% | 7,843 | New | +$279K | |||
| $275K | 0.01% | 3,413 +1,155 | +51% | +$93.2K | |||
| $274K | 0.01% | 1,126 +2 | +0.2% | +$487 | |||
| $273K | 0.01% | 4,571 | New | +$273K | |||
| $272K | 0.01% | 1,347 -3 | -0.2% | -$606 | |||
| $271K | 0.01% | 1,711 -30 | -2% | -$4.74K | |||
| $269K | 0.01% | 1,337 +170 | +15% | +$34.3K | |||
| $269K | 0.01% | 2,516 -1,466 | -37% | -$157K | |||
| $268K | 0.01% | 12,433 | New | +$268K | |||
| $267K | 0.01% | 4,808 | – | – | |||
| $266K | 0.01% | 7,776 | New | +$266K | |||
| $266K | 0.01% | 9,212 +29 | +0.3% | +$838 | |||
| $265K | 0.01% | 4,815 +1,207 | +33% | +$66.5K | |||
| $265K | 0.01% | 11,457 -241 | -2% | -$5.57K | |||
| $265K | 0.01% | 2,369 +74 | +3% | +$8.26K | |||
| $259K | 0.01% | 9,620 -572 | -6% | -$15.4K | |||
| $258K | 0.01% | 11,507 -1,800 | -14% | -$40.4K | |||
| $257K | 0.01% | 4,539 -80 | -2% | -$4.53K |
