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
526
$292K 0.01%
11,504
+3,893
527
$291K 0.01%
+3,014
528
$290K 0.01%
1,742
+100
529
$282K 0.01%
145
+2
530
$282K 0.01%
16,972
+2,037
531
$282K 0.01%
11,045
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532
$280K 0.01%
8,058
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533
$279K 0.01%
+7,843
534
$275K 0.01%
3,413
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535
$274K 0.01%
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536
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537
$272K 0.01%
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538
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539
$269K 0.01%
1,337
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540
$269K 0.01%
2,516
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541
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$267K 0.01%
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543
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544
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9,212
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545
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546
$265K 0.01%
11,457
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547
$265K 0.01%
2,369
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548
$259K 0.01%
9,620
-572
549
$258K 0.01%
11,507
-1,800
550
$257K 0.01%
4,539
-80
20 21
22
23 24