MWM

Meridian Wealth Management Portfolio holdings

AUM $2.34B
1-Year Est. Return 23.51%
This Quarter Est. Return
1 Year Est. Return
+23.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$233M
AUM Growth
+$20.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
211
New
Increased
Reduced
Closed

Top Buys

1
+$3.75M
2
+$3.69M
3
+$2.92M
4
LULU icon
lululemon athletica
LULU
+$2.56M
5
ANET icon
Arista Networks
ANET
+$1.73M

Top Sells

1
+$2.68M
2
+$1.63M
3
+$1.59M
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$965K
5
VTV icon
Vanguard Value ETF
VTV
+$730K

Sector Composition

1 Technology 17.42%
2 Financials 12.06%
3 Communication Services 10.09%
4 Healthcare 9.57%
5 Consumer Discretionary 8.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$782K 0.34%
4,809
+62
52
$769K 0.33%
12,379
-636
53
$733K 0.32%
8,649
-578
54
$712K 0.31%
8,105
-586
55
$707K 0.3%
20,358
-661
56
$705K 0.3%
4,182
+1,052
57
$687K 0.3%
6,205
-700
58
$685K 0.29%
15,836
+456
59
$674K 0.29%
+9,987
60
$671K 0.29%
11,240
-560
61
$652K 0.28%
5,735
-300
62
$651K 0.28%
9,269
+39
63
$646K 0.28%
7,147
64
$643K 0.28%
15,679
+52
65
$637K 0.27%
7,089
66
$617K 0.27%
13,041
-317
67
$617K 0.27%
3,833
-3,613
68
$605K 0.26%
12,461
69
$594K 0.26%
14,172
-10,672
70
$579K 0.25%
2,602
+150
71
$577K 0.25%
3,785
-142
72
$577K 0.25%
3,628
+100
73
$564K 0.24%
9,560
74
$562K 0.24%
12,778
-733
75
$554K 0.24%
2,671
-33
1 2
3
4 5