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
$6.3M0.31% 33,503
+120
+0.4%
+$22.6K
$6.23M0.3% 23,212
-1,922
-8%
-$516K
$6.21M0.3% 9,133
-81
-0.9%
-$55.1K
$6.11M0.3% 58,441
-4,516
-7%
-$472K
$5.97M0.29% 192,590
+1,317
+0.7%
+$40.8K
$5.92M0.29% 149,252
+14,994
+11%
+$595K
$5.84M0.28% 240,970
+12,472
+5%
+$302K
$5.82M0.28% 64,220
+1,282
+2%
+$116K
$5.81M0.28% 102,690
-6,595
-6%
-$373K
$5.63M0.27% 58,491
+5,843
+11%
+$563K
$5.53M0.27% 70,045
-731
-1%
-$57.7K
$5.53M0.27% 22,600
+662
+3%
+$162K
$5.42M0.26% 31,734
+1,182
+4%
+$202K
$5.27M0.26% 65,634
+507
+0.8%
+$40.7K
$5.26M0.25% 57,208
+4,949
+9%
+$455K
$5.07M0.25% 177,850
-23,505
-12%
-$671K
$4.93M0.24% 33,593
-1,009
-3%
-$148K
$4.92M0.24% 53,795
+117
+0.2%
+$10.7K
$4.9M0.24% 51,063
-439
-0.9%
-$42.2K
$4.79M0.23% 204,556
+30,325
+17%
+$710K
$4.72M0.23% 13,400
+137
+1%
+$48.3K
$4.66M0.23% 41,626
-1,849
-4%
-$207K
$4.58M0.22% 14,709
-820
-5%
-$255K
$4.57M0.22% 26,437
-21
-0.1%
-$3.63K
$4.52M0.22% 48,376
-2,136
-4%
-$200K
1 2345627