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
101
$4.49M 0.22%
168,844
+5,397
102
$4.48M 0.22%
7,602
+227
103
$4.46M 0.22%
347,256
-33,932
104
$4.41M 0.21%
14,124
+456
105
$4.37M 0.21%
69,308
+5,957
106
$4.31M 0.21%
45,135
+645
107
$4.26M 0.21%
19,233
+253
108
$4.24M 0.21%
5,325
+933
109
$4.22M 0.2%
25,416
-441
110
$4.2M 0.2%
53,667
-3,303
111
$4.15M 0.2%
124,987
-5,450
112
$4.11M 0.2%
45,158
+2,353
113
$4.1M 0.2%
32,005
+1,617
114
$4.08M 0.2%
42,772
-648
115
$4.06M 0.2%
7,930
+210
116
$4.05M 0.2%
100,121
+9,992
117
$4.04M 0.2%
27,694
-574
118
$4.02M 0.19%
20,070
+3,149
119
$4M 0.19%
80,782
+605
120
$3.98M 0.19%
25,799
+3
121
$3.95M 0.19%
31,105
-611
122
$3.95M 0.19%
178,173
-1,690
123
$3.95M 0.19%
21,962
-1
124
$3.89M 0.19%
33,079
+6,503
125
$3.82M 0.18%
113,930
+44,041
3 4
5
6 7