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
151
$1.36M 0.13%
6,338
+147
152
$1.35M 0.13%
6,410
+1,881
153
$1.35M 0.13%
29,928
+1,284
154
$1.34M 0.13%
40,397
-2,035
155
$1.31M 0.13%
20,948
-523
156
$1.29M 0.13%
3,529
+76
157
$1.29M 0.13%
12,841
-711
158
$1.28M 0.13%
15,082
+193
159
$1.28M 0.12%
2,317
+635
160
$1.28M 0.12%
23,825
-1,755
161
$1.27M 0.12%
11,585
-4,384
162
$1.26M 0.12%
27,818
-139
163
$1.25M 0.12%
27,669
-31
164
$1.25M 0.12%
17,494
-424
165
$1.23M 0.12%
7,668
+76
166
$1.2M 0.12%
6,699
-409
167
$1.2M 0.12%
16,738
+549
168
$1.19M 0.12%
9,051
+25
169
$1.19M 0.12%
3,162
+2,333
170
$1.18M 0.12%
+5,188
171
$1.18M 0.12%
30,292
-7,451
172
$1.16M 0.11%
11,286
+75
173
$1.15M 0.11%
14,948
+1,878
174
$1.15M 0.11%
29,476
+1,119
175
$1.14M 0.11%
58,940
5 6
7
8 9