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
$4.49M0.22% 168,844
+5,397
+3%
+$143K
$4.48M0.22% 7,602
+227
+3%
+$134K
$4.46M0.22% 347,256
-33,932
-9%
-$435K
$4.41M0.21% 14,124
+456
+3%
+$142K
$4.37M0.21% 69,308
+5,957
+9%
+$375K
$4.31M0.21% 3,009
+43
+1%
+$61.6K
$4.26M0.21% 19,233
+253
+1%
+$56.1K
$4.24M0.21% 5,325
+933
+21%
+$743K
$4.22M0.2% 25,416
-441
-2%
-$73.2K
$4.2M0.2% 53,667
-3,303
-6%
-$259K
$4.15M0.2% 124,987
-5,450
-4%
-$181K
$4.11M0.2% 45,158
+2,353
+6%
+$214K
$4.1M0.2% 32,005
+1,617
+5%
+$207K
$4.08M0.2% 42,772
-648
-1%
-$61.8K
$4.06M0.2% 7,930
+210
+3%
+$108K
$4.05M0.2% 100,121
+9,992
+11%
+$404K
$4.04M0.2% 27,694
-574
-2%
-$83.8K
$4.02M0.19% 20,070
+3,149
+19%
+$630K
$4M0.19% 80,782
+605
+0.8%
+$30K
$3.98M0.19% 25,799
+3
+0%
+$463
$3.95M0.19% 31,105
-611
-2%
-$77.7K
$3.95M0.19% 178,173
-1,690
-0.9%
-$37.5K
$3.95M0.19% 21,962
-1
+0%
-$180
$3.89M0.19% 33,079
+6,503
+24%
+$764K
$3.82M0.18% 113,930
+44,041
+63%
+$1.48M
1 3456727