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
$162M
AUM Growth
+$4.55M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
169
New
Increased
Reduced
Closed

Top Sells

1 +$515K
2 +$413K
3 +$216K
4
GE icon
GE Aerospace
GE
+$160K
5
MET icon
MetLife
MET
+$107K

Sector Composition

1 Financials 13.08%
2 Industrials 8.58%
3 Consumer Discretionary 7.09%
4 Healthcare 6.9%
5 Communication Services 6.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$233K 0.14%
4,821
152
$231K 0.14%
1,362
+2
153
$231K 0.14%
3,408
154
$229K 0.14%
4,210
155
$229K 0.14%
8,826
+38
156
$227K 0.14%
1,708
+16
157
$223K 0.14%
1,779
+6
158
$220K 0.14%
9,000
159
$217K 0.13%
4,160
160
$211K 0.13%
1,110
161
$211K 0.13%
3,575
162
$206K 0.13%
+6,797
163
$204K 0.13%
+3,526
164
$203K 0.13%
1,621
165
$202K 0.12%
+1,274
166
$201K 0.12%
+3,000
167
$96K 0.06%
1,750
168
-34,770
169
-3,797