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
126
$324K 0.14%
+2,136
127
$322K 0.14%
1,434
128
$322K 0.14%
715
+190
129
$319K 0.14%
10,008
-308
130
$318K 0.14%
12,380
-6,181
131
$315K 0.14%
6,695
+85
132
$312K 0.13%
+4,466
133
$302K 0.13%
+7,110
134
$296K 0.13%
+5,880
135
$290K 0.12%
1,283
+33
136
$287K 0.12%
1,975
-208
137
$283K 0.12%
+792
138
$282K 0.12%
1,835
-200
139
$275K 0.12%
+5,568
140
$266K 0.11%
+4,471
141
$257K 0.11%
963
-1,896
142
$255K 0.11%
1,410
143
$253K 0.11%
1,622
-1,522
144
$251K 0.11%
+1,460
145
$247K 0.11%
+3,430
146
$244K 0.1%
1,926
-513
147
$239K 0.1%
5,950
-2,120
148
$236K 0.1%
2,136
-2
149
$233K 0.1%
3,281
-1,850
150
$229K 0.1%
2,931
-463
4 5
6
7 8