MWM

Meridian Wealth Management Portfolio holdings

AUM $2.07B
AUM
$2.07B
AUM Growth
-$48.2M
Cap. Flow
+$52.1M
Cap. Flow %
2.52%
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

1Technology17.97%
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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