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
626
– –
-11,500
627
– –
-4,892
628
– –
-52,646
629
– –
-2,000
630
– –
-6,274
631
– –
-1,855
632
– –
-3,691
633
– –
-2,868
634
– –
-13,768
635
– –
-2,878
636
– –
-11,228
637
– –
-8,725
638
– –
-1,730
639
– –
-2,432
640
– –
-17,937
641
– –
-2,964
642
– –
-3,085
643
– –
-2,979
644
– –
-2,951
645
– –
-6,020
646
– –
-10,308
647
– –
-3,181
648
– –
-4,817
649
– –
-2,055
650
– –
-11,695
23 24 25
26
27