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
$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 10.31%
4 Healthcare 9.57%
5 Consumer Discretionary 8.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$227K 0.1%
2,865
+210
152
$220K 0.09%
+1,125
153
$220K 0.09%
+1,338
154
$218K 0.09%
+3,750
155
$216K 0.09%
+12,416
156
$215K 0.09%
+7,060
157
$208K 0.09%
4,588
-59,086
158
$207K 0.09%
+2,160
159
$206K 0.09%
2,523
-1,645
160
$205K 0.09%
7,500
-760
161
$203K 0.09%
2,144
-3,663
162
$202K 0.09%
+810
163
$181K 0.08%
+15,000
164
$175K 0.08%
18,942
-4,140
165
$173K 0.07%
3,189
-996
166
$169K 0.07%
49,600
167
$161K 0.07%
11,560
-1,500
168
$110K 0.05%
20,000
+10,000
169
$80K 0.03%
1,263
-276
170
– –
-1,209
171
– –
-1,183
172
– –
-20,600
173
– –
-3,484
174
– –
-18,320
175
– –
-10,009
5 6
7
8 9