MWM
Meridian Wealth Management Portfolio holdings
AUM $2.07B
This Quarter Return
-2.6%
1 Year Return
+14.25%
3 Year Return
+46.28%
5 Year Return
+232.78%
10 Year Return
–
AUM
$2.07B
AUM Growth
-$48.2M (-2%)
Cap. Flow
+$35.3M
Cap. Flow % of AUM
1.71%
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 | $3.36M | |
| 3 | $2.49M | |
| 4 | $2.44M | |
| 5 | $2.19M |
Sector Composition
| 1 | Technology | 17.92% |
| 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 | |
|---|---|---|---|---|---|---|---|
| – | – | -5,905 | Closed | -$284K | |||
| – | – | -46,740 | Closed | -$159K | |||
| – | – | -40,946 | Closed | -$1.71M | |||
| – | – | -1,855 | Closed | -$227K | |||
| – | – | -10,113 | Closed | -$171K | |||
| – | – | -2,579 | Closed | -$215K | |||
| – | – | -696 | Closed | -$269K | |||
| – | – | -13,500 | Closed | -$16.3K | |||
| – | – | -8,197 | Closed | -$214K |
