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 | |
|---|---|---|---|---|---|---|---|
| $257K | 0.01% | 2,169 -4 | -0.2% | -$474 | |||
| $254K | 0.01% | 2,269 +830 | +58% | +$92.8K | |||
| $252K | 0.01% | 1,041 -154 | -13% | -$37.3K | |||
| $250K | 0.01% | 1,466 -57 | -4% | -$9.73K | |||
| $246K | 0.01% | 9,028 +1,361 | +18% | +$37.1K | |||
| $246K | 0.01% | 6,190 -530 | -8% | -$21K | |||
| $246K | 0.01% | 5,400 | – | – | |||
| $245K | 0.01% | 2,934 -77 | -3% | -$6.44K | |||
| $245K | 0.01% | 4,879 +41 | +0.9% | +$2.06K | |||
| $243K | 0.01% | 10,550 | – | – | |||
| $241K | 0.01% | 1,108 | New | +$241K | |||
| $240K | 0.01% | 1,459 -186 | -11% | -$30.6K | |||
| $239K | 0.01% | 435 | New | +$239K | |||
| $239K | 0.01% | 5,109 +902 | +21% | +$42.2K | |||
| $239K | 0.01% | 6,171 -5,210 | -46% | -$202K | |||
| $239K | 0.01% | 6,160 -470 | -7% | -$18.2K | |||
| $239K | 0.01% | 2,136 -1,761 | -45% | -$197K | |||
| $237K | 0.01% | 11,413 | New | +$237K | |||
| $236K | 0.01% | 2,371 +108 | +5% | +$10.7K | |||
| $234K | 0.01% | 4,458 | New | +$234K | |||
| $230K | 0.01% | 1,409 -1,013 | -42% | -$165K | |||
| $230K | 0.01% | 2,849 -115 | -4% | -$9.28K | |||
| $228K | 0.01% | 861 -16 | -2% | -$4.23K | |||
| $228K | 0.01% | 1,290 +36 | +3% | +$6.36K | |||
| $227K | 0.01% | 1,898 +25 | +1% | +$2.99K |
