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
Cap. Flow
+$35.3M
Cap. Flow %
1.71%
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

1Technology17.92%
2Financials8.63%
3Consumer Discretionary5.74%
4Energy5.7%
5Healthcare5.44%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$8.95M0.43% 363,181
+47,046
+15%
+$1.16M
$8.73M0.42% 33,676
-89
-0.3%
-$23.1K
$8.69M0.42% 78,711
-4,419
-5%
-$488K
$8.37M0.41% 35,419
+16,413
+86%
+$3.88M
$8.29M0.4% 55,291
+1,274
+2%
+$191K
$8.07M0.39% 9,773
+316
+3%
+$261K
$8.05M0.39% 60,756
+2,034
+3%
+$269K
$7.76M0.38% 168,744
+221
+0.1%
+$10.2K
$7.72M0.37% 147,437
+8,049
+6%
+$422K
$7.56M0.37% 270,550
+10,992
+4%
+$307K
$7.25M0.35% 69,116
+1,979
+3%
+$208K
$7.2M0.35% 43,399
+658
+2%
+$109K
$6.86M0.33% 12,507
+71
+0.6%
+$38.9K
$6.77M0.33% 14,431
-163
-1%
-$76.5K
$6.77M0.33% 82,789
+1,387
+2%
+$113K
$6.67M0.32% 72,671
+1,091
+2%
+$100K
$6.66M0.32% 47,644
+6,166
+15%
+$862K
$6.62M0.32% 105,574
-663
-0.6%
-$41.6K
$6.59M0.32% 130,157
-18,844
-13%
-$955K
$6.59M0.32% 100,191
+25,937
+35%
+$1.71M
$6.56M0.32% 250,409
-3,601
-1%
-$94.3K
$6.51M0.32% 277,791
-106,167
-28%
-$2.49M
$6.48M0.31% 33,407
-1,458
-4%
-$283K
$6.47M0.31% 6,938
+107
+2%
+$99.8K
$6.32M0.31% 70,393
-7,957
-10%
-$714K
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