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
76
$549K 0.24%
6,458
-94
77
$547K 0.24%
3,637
-72
78
$544K 0.23%
23,450
+1,452
79
$534K 0.23%
7,880
80
$530K 0.23%
16,547
-698
81
$520K 0.22%
4,651
-173
82
$518K 0.22%
4,830
-595
83
$516K 0.22%
29,214
-7,950
84
$511K 0.22%
6,542
-1,370
85
$510K 0.22%
3,528
+454
86
$486K 0.21%
4,877
+20
87
$482K 0.21%
9,449
-555
88
$482K 0.21%
8,117
-4,035
89
$475K 0.2%
9,140
+960
90
$475K 0.2%
7,905
+585
91
$471K 0.2%
4,717
-3,747
92
$471K 0.2%
+3,625
93
$464K 0.2%
4,250
+205
94
$463K 0.2%
3,957
-291
95
$458K 0.2%
8,312
-688
96
$442K 0.19%
15,132
+3,390
97
$435K 0.19%
5,289
+698
98
$433K 0.19%
+17,550
99
$426K 0.18%
1,454
+93
100
$413K 0.18%
208
-189
2 3
4
5 6