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
$1.02B
AUM Growth
+$91.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
544
New
Increased
Reduced
Closed

Top Buys

1
+$3.99M
2
+$1.9M
3
+$1.87M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.63M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.44M

Top Sells

1
+$5.83M
2
+$2.44M
3
+$1.29M
4
OKE icon
Oneok
OKE
+$1.16M
5
GILD icon
Gilead Sciences
GILD
+$1.12M

Sector Composition

1 Technology 15.43%
2 Energy 13.35%
3 Financials 6.83%
4 Healthcare 6.72%
5 Consumer Discretionary 5.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.36M 0.43%
10,178
-124
52
$4.28M 0.42%
211,070
-126
53
$4.24M 0.42%
31,217
-232
54
$4.18M 0.41%
172,155
55
$4.08M 0.4%
19,614
-618
56
$4.07M 0.4%
79,520
+3,427
57
$3.97M 0.39%
53,940
58
$3.88M 0.38%
69,340
-2,370
59
$3.72M 0.36%
73,849
+1,047
60
$3.69M 0.36%
82,220
-2,576
61
$3.65M 0.36%
198,292
+1,408
62
$3.62M 0.35%
18,189
-41
63
$3.56M 0.35%
109,008
64
$3.54M 0.35%
70,629
-7,763
65
$3.48M 0.34%
156,781
+28,680
66
$3.41M 0.33%
9,934
+368
67
$3.41M 0.33%
73,246
-3,679
68
$3.39M 0.33%
22,319
-790
69
$3.38M 0.33%
38,616
-1,628
70
$3.3M 0.32%
15,397
-1,034
71
$3.21M 0.31%
16,869
+889
72
$3.05M 0.3%
168,761
+27,208
73
$3.05M 0.3%
52,125
-2,617
74
$3.04M 0.3%
21,674
+1,087
75
$3.04M 0.3%
44,537
+124
1 2
3
4 5