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
126
$1.78M 0.17%
3,473
+25
127
$1.78M 0.17%
42,385
-1,608
128
$1.76M 0.17%
50,314
+1,102
129
$1.74M 0.17%
16,525
+93
130
$1.74M 0.17%
8,109
+70
131
$1.73M 0.17%
12,814
+723
132
$1.73M 0.17%
48,308
-11,191
133
$1.71M 0.17%
15,834
-147
134
$1.65M 0.16%
11,675
+875
135
$1.63M 0.16%
19,685
136
$1.6M 0.16%
92,958
+124
137
$1.59M 0.16%
25,208
+578
138
$1.58M 0.15%
5,702
-30
139
$1.57M 0.15%
59,233
-1,769
140
$1.55M 0.15%
15,276
+3,646
141
$1.5M 0.15%
15,036
+9,580
142
$1.46M 0.14%
9,209
-237
143
$1.45M 0.14%
7,104
+289
144
$1.44M 0.14%
10,377
+168
145
$1.43M 0.14%
14,393
+136
146
$1.4M 0.14%
17,176
+4,924
147
$1.4M 0.14%
93,009
-4,701
148
$1.38M 0.14%
13,087
+2,243
149
$1.38M 0.14%
8,786
-240
150
$1.37M 0.13%
16,116
+162
4 5
6
7 8