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
76
$6.3M 0.31%
33,503
+120
77
$6.23M 0.3%
23,212
-1,922
78
$6.21M 0.3%
9,133
-81
79
$6.11M 0.3%
58,441
-4,516
80
$5.97M 0.29%
192,590
+1,317
81
$5.92M 0.29%
149,252
+14,994
82
$5.84M 0.28%
240,970
+12,472
83
$5.82M 0.28%
64,220
+1,282
84
$5.81M 0.28%
102,690
-6,595
85
$5.63M 0.27%
58,491
+5,843
86
$5.53M 0.27%
70,045
-731
87
$5.53M 0.27%
22,600
+662
88
$5.42M 0.26%
31,734
+1,182
89
$5.27M 0.26%
65,634
+507
90
$5.26M 0.25%
57,208
+4,949
91
$5.07M 0.25%
177,850
-23,505
92
$4.93M 0.24%
33,593
-1,009
93
$4.92M 0.24%
53,795
+117
94
$4.9M 0.24%
51,063
-439
95
$4.79M 0.23%
204,556
+30,325
96
$4.72M 0.23%
13,400
+137
97
$4.66M 0.23%
41,626
-1,849
98
$4.58M 0.22%
14,709
-820
99
$4.57M 0.22%
26,437
-21
100
$4.52M 0.22%
48,376
-2,136
2 3
4
5 6