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
76
$2.99M 0.29%
34,440
-1,365
77
$2.98M 0.29%
35,633
-87
78
$2.95M 0.29%
44,294
79
$2.9M 0.28%
13,625
+646
80
$2.86M 0.28%
6,450
-423
81
$2.84M 0.28%
244,280
-16,225
82
$2.83M 0.28%
74,684
+8,235
83
$2.75M 0.27%
18,334
+76
84
$2.72M 0.27%
78,277
-2,141
85
$2.66M 0.26%
165,368
+1,488
86
$2.66M 0.26%
20,050
-4,318
87
$2.65M 0.26%
7,616
+408
88
$2.64M 0.26%
31,002
+114
89
$2.63M 0.26%
71,262
-16,524
90
$2.63M 0.26%
21,111
+7,634
91
$2.62M 0.26%
306,123
-2,806
92
$2.57M 0.25%
61,391
-2,190
93
$2.55M 0.25%
55,688
+17,462
94
$2.5M 0.24%
63,447
-1,952
95
$2.48M 0.24%
135,037
+756
96
$2.47M 0.24%
11,928
+31
97
$2.45M 0.24%
50,710
+1,460
98
$2.44M 0.24%
37,241
+8,167
99
$2.44M 0.24%
24,179
+1,308
100
$2.44M 0.24%
131,948
-34,254
2 3
4
5 6