MWM

Meridian Wealth Management Portfolio holdings

AUM $2.07B
This Quarter Return
-2.6%
1 Year Return
+14.25%
3 Year Return
+46.28%
5 Year Return
+232.78%
10 Year Return
–
AUM
$2.07B
AUM Growth
-$48.2M
Cap. Flow
+$35.3M
Cap. Flow %
1.71%
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
$3.36M
3
$2.49M
4
$2.44M
5
$2.19M

Sector Composition

1Technology17.92%
2Financials8.63%
3Consumer Discretionary5.74%
4Energy5.7%
5Healthcare5.44%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$2.19M0.11% 11,103
+342
+3%
+$67.4K
$2.17M0.11% 471
+20
+4%
+$92.2K
$2.13M0.1% 47,000
+1,876
+4%
+$85K
$2.1M0.1% 82,556
-3,891
-5%
-$98.8K
$2.05M0.1% 110,296
+780
+0.7%
+$14.5K
$2.05M0.1% 11,834
-1,012
-8%
-$175K
$2.04M0.1% 8,824
+122
+1%
+$28.2K
$2.04M0.1% 14,046
-502
-3%
-$72.9K
$2.02M0.1% 12,581
+1,109
+10%
+$178K
$2.01M0.1% 13,135
-8
-0.1%
-$1.22K
$1.98M0.1% 39,945
+296
+0.8%
+$14.7K
$1.93M0.09% 22,913
+1,813
+9%
+$153K
$1.9M0.09% 14,341
-1,948
-12%
-$258K
$1.9M0.09% 74,428
+4,526
+6%
+$116K
$1.88M0.09% 66,449
+6,405
+11%
+$181K
$1.87M0.09% 18,869
-311
-2%
-$30.8K
$1.86M0.09% 19,570
+1,145
+6%
+$109K
$1.84M0.09% 40,730
-1,916
-4%
-$86.7K
$1.81M0.09% 25,521
-218
-0.9%
-$15.5K
$1.81M0.09% 8,747
+593
+7%
+$122K
$1.79M0.09% 18,254
+7,000
+62%
+$687K
$1.78M0.09% 6,979
-426
-6%
-$108K
$1.77M0.09% 20,850
-33
-0.2%
-$2.81K
$1.74M0.08% 17,619
+1,147
+7%
+$113K
$1.73M0.08% 14,658
-4,486
-23%
-$530K
1 67891027