MWM

Meridian Wealth Management Portfolio holdings

AUM $2.61B
1-Year Est. Return 29.73%
This Quarter Est. Return
1 Year Est. Return
+29.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.07B
AUM Growth
-$48.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
659
New
Increased
Reduced
Closed

Top Buys

1
+$7.38M
2
+$5.74M
3
+$3.88M
4
ISRG icon
Intuitive Surgical
ISRG
+$2.47M
5
OWL icon
Blue Owl Capital
OWL
+$2.46M

Top Sells

1
+$4.67M
2
+$3.36M
3
+$2.49M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$2.44M
5
PEY icon
Invesco High Yield Equity Dividend Achievers ETF
PEY
+$2.19M

Sector Composition

1 Technology 17.86%
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 Change
in Stake 		Capital Flow
51
$8.95M 0.43%
363,181
+47,046
52
$8.73M 0.42%
33,676
-89
53
$8.69M 0.42%
78,711
-4,419
54
$8.37M 0.41%
35,419
+16,413
55
$8.29M 0.4%
55,291
+1,274
56
$8.07M 0.39%
9,773
+316
57
$8.05M 0.39%
60,756
+2,034
58
$7.76M 0.38%
168,744
+221
59
$7.72M 0.37%
147,437
+8,049
60
$7.56M 0.37%
270,550
+10,992
61
$7.25M 0.35%
69,116
+1,979
62
$7.2M 0.35%
43,399
+658
63
$6.86M 0.33%
12,507
+71
64
$6.77M 0.33%
14,431
-163
65
$6.77M 0.33%
82,789
+1,387
66
$6.67M 0.32%
72,671
+1,091
67
$6.66M 0.32%
47,644
+6,166
68
$6.62M 0.32%
105,574
-663
69
$6.59M 0.32%
130,157
-18,844
70
$6.59M 0.32%
100,191
+25,937
71
$6.56M 0.32%
250,409
-3,601
72
$6.51M 0.32%
277,791
-106,167
73
$6.48M 0.31%
33,407
-1,458
74
$6.47M 0.31%
69,380
+1,070
75
$6.32M 0.31%
70,393
-7,957
1 2
3
4 5