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
601
$160K 0.01%
10,058
+624
602
$145K 0.01%
82,335
-2,505
603
$138K 0.01%
14,000
604
$129K 0.01%
11,900
-350
605
$109K 0.01%
28,816
+1,600
606
$101K ﹤0.01%
+2,750
607
$77.5K ﹤0.01%
14,064
+142
608
$74.3K ﹤0.01%
+10,160
609
$71.1K ﹤0.01%
10,851
610
$69.5K ﹤0.01%
10,371
-3,298
611
$63.6K ﹤0.01%
13,885
612
$56.1K ﹤0.01%
19,549
-5,705
613
$48.1K ﹤0.01%
52,455
614
$44.6K ﹤0.01%
11,200
615
$35.6K ﹤0.01%
11,000
616
$28.8K ﹤0.01%
+20,000
617
$23.6K ﹤0.01%
24,885
+1,000
618
$22.5K ﹤0.01%
1,500
619
$17.1K ﹤0.01%
+10,000
620
$6.36K ﹤0.01%
+10,000
621
– –
-4,099
622
– –
-1,855
623
– –
-10,113
624
– –
-2,579
625
– –
-696
23 24
25
26 27