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
101
$2.37M 0.23%
31,066
-967
102
$2.36M 0.23%
105,505
-20,925
103
$2.36M 0.23%
19,592
-1,284
104
$2.35M 0.23%
12,825
+3
105
$2.35M 0.23%
52,005
-18,453
106
$2.31M 0.23%
8,780
-484
107
$2.31M 0.23%
4,755
+14
108
$2.31M 0.23%
31,640
+275
109
$2.3M 0.23%
167,692
-54,101
110
$2.29M 0.22%
36,026
+983
111
$2.26M 0.22%
49,206
112
$2.25M 0.22%
24,150
+22
113
$2.18M 0.21%
29,305
-471
114
$2.18M 0.21%
20,435
-574
115
$2.17M 0.21%
22,371
+316
116
$2.13M 0.21%
18,326
+8,265
117
$2.11M 0.21%
21,646
+628
118
$2.09M 0.2%
32,545
119
$2.06M 0.2%
18,814
+1,789
120
$2.02M 0.2%
66,349
+13
121
$1.9M 0.19%
6,428
+291
122
$1.88M 0.18%
17,128
+80
123
$1.87M 0.18%
72,072
-7,816
124
$1.83M 0.18%
55,717
-1,793
125
$1.81M 0.18%
18,692
+2,704
3 4
5
6 7