MWM

Meridian Wealth Management Portfolio holdings

AUM $2.07B
AUM
$2.07B
AUM Growth
-$48.2M
Cap. Flow
+$52.1M
Cap. Flow %
2.52%
Top 10 Hldgs %
30.44%
Holding
659
New
34
Increased
291
Reduced
250
Closed
39

Top Buys

1
$7.38M
2
$5.74M
3
$3.88M
4
$2.47M
5
$2.46M

Top Sells

1
$4.67M
2
$2.49M
3
$2.44M
4
$2.19M
5
$1.84M

Sector Composition

1Technology17.97%
2Financials8.63%
3Consumer Discretionary5.74%
4Energy5.7%
5Healthcare5.44%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$3.01M0.15%79,843
-654
-0.8%
-$24.7K
$2.93M0.14%8,117
-201
-2%
-$72.6K
$2.92M0.14%66,845
+5,361
+9%
+$234K
$2.92M0.14%123,484
-2,987
-2%
-$70.5K
$2.92M0.14%35,421
+1,427
+4%
+$117K
$2.85M0.14%11,033
+27
+0.3%
+$6.98K
$2.78M0.13%23,869
+6,092
+34%
+$711K
$2.75M0.13%47,326
-526
-1%
-$30.6K
$2.69M0.13%16,665
+355
+2%
+$57.3K
$2.67M0.13%11,437
+106
+0.9%
+$24.7K
$2.65M0.13%24,111
-663
-3%
-$73K
$2.58M0.12%36,286
-1,328
-4%
-$94.4K
$2.55M0.12%42,007
-534
-1%
-$32.4K
$2.54M0.12%9,384
+6,031
+180%
+$1.63M
$2.49M0.12%31,525
+310
+1%
+$24.5K
$2.48M0.12%72,514
-185
-0.3%
-$6.34K
$2.46M0.12%122,595 New
+$2.46M
$2.45M0.12%21,021
-150
-0.7%
-$17.5K
$2.45M0.12%44,173
+391
+0.9%
+$21.7K
$2.38M0.12%14,982
-642
-4%
-$102K
$2.38M0.12%4,453
-7
-0.2%
-$3.74K
$2.34M0.11%5,230
-855
-14%
-$382K
$2.28M0.11%31,776
-8,703
-22%
-$623K
$2.25M0.11%7,965
+301
+4%
+$85.2K
$2.25M0.11%7,209
-153
-2%
-$47.8K
1 5678927