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
151
$3.01M 0.15%
79,843
-654
152
$2.93M 0.14%
8,117
-201
153
$2.92M 0.14%
66,845
+5,361
154
$2.92M 0.14%
123,484
-2,987
155
$2.92M 0.14%
35,421
+1,427
156
$2.85M 0.14%
11,033
+27
157
$2.78M 0.13%
23,869
+6,092
158
$2.75M 0.13%
47,326
-526
159
$2.69M 0.13%
16,665
+355
160
$2.67M 0.13%
11,437
+106
161
$2.65M 0.13%
24,111
-663
162
$2.58M 0.12%
36,286
-1,328
163
$2.55M 0.12%
42,007
-534
164
$2.54M 0.12%
9,384
+6,031
165
$2.49M 0.12%
31,525
+310
166
$2.48M 0.12%
72,514
-185
167
$2.46M 0.12%
+122,595
168
$2.45M 0.12%
21,021
-150
169
$2.45M 0.12%
44,173
+391
170
$2.38M 0.12%
14,982
-642
171
$2.38M 0.12%
4,453
-7
172
$2.34M 0.11%
5,230
-855
173
$2.28M 0.11%
31,776
-8,703
174
$2.25M 0.11%
7,965
+301
175
$2.25M 0.11%
7,209
-153
5 6
7
8 9