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
101
$413K 0.18%
+12,068
102
$408K 0.18%
19,230
+7,780
103
$398K 0.17%
9,508
-4,290
104
$397K 0.17%
3,525
-694
105
$392K 0.17%
8,056
-2,330
106
$391K 0.17%
2,603
+1,130
107
$391K 0.17%
+3,070
108
$389K 0.17%
23,184
-19,848
109
$388K 0.17%
+5,749
110
$383K 0.16%
13,015
+3,882
111
$377K 0.16%
2,520
-409
112
$365K 0.16%
2,213
-340
113
$365K 0.16%
4,044
-1,970
114
$365K 0.16%
25,487
-1,734
115
$360K 0.15%
+3,155
116
$360K 0.15%
9,116
+1,420
117
$359K 0.15%
12,970
+1,125
118
$358K 0.15%
392
+2
119
$357K 0.15%
36,955
120
$348K 0.15%
9,374
-3,034
121
$345K 0.15%
3,965
-2,787
122
$335K 0.14%
2,600
123
$334K 0.14%
4,178
-890
124
$330K 0.14%
+6,366
125
$325K 0.14%
13,976
-249
3 4
5
6 7