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
126
$3.79M 0.18%
34,532
-62
127
$3.69M 0.18%
90,916
+12,221
128
$3.66M 0.18%
111,060
-2,181
129
$3.64M 0.18%
32,026
+229
130
$3.64M 0.18%
313,291
+34,833
131
$3.63M 0.18%
18,811
-805
132
$3.59M 0.17%
47,462
+11,683
133
$3.56M 0.17%
25,332
-689
134
$3.48M 0.17%
48,476
+8,200
135
$3.45M 0.17%
47,612
+931
136
$3.42M 0.17%
41,812
-2,913
137
$3.4M 0.16%
8,877
+2,364
138
$3.39M 0.16%
6,665
-35
139
$3.35M 0.16%
61,030
140
$3.34M 0.16%
151,184
-18,101
141
$3.34M 0.16%
9,055
+159
142
$3.25M 0.16%
49,883
+156
143
$3.22M 0.16%
64,935
+1,686
144
$3.2M 0.15%
24,812
+754
145
$3.16M 0.15%
62,123
+1,430
146
$3.14M 0.15%
21,898
-90
147
$3.08M 0.15%
50,499
-750
148
$3.04M 0.15%
39,249
+3,220
149
$3.03M 0.15%
154,554
+962
150
$3.02M 0.15%
50,695
-2,056
4 5
6
7 8