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
176
$1.12M 0.11%
7,367
-636
177
$1.11M 0.11%
22,340
-6,089
178
$1.11M 0.11%
8,702
+158
179
$1.1M 0.11%
3,641
180
$1.1M 0.11%
69,039
-19,422
181
$1.09M 0.11%
16,231
+177
182
$1.09M 0.11%
28,700
-72
183
$1.09M 0.11%
7,281
-394
184
$1.09M 0.11%
16,004
-640
185
$1.08M 0.11%
8,987
+146
186
$1.07M 0.1%
+81,010
187
$1.06M 0.1%
8,825
-692
188
$1.06M 0.1%
260,250
-30,000
189
$1.06M 0.1%
6,225
-108
190
$1.05M 0.1%
40,963
-6,656
191
$1.04M 0.1%
29,156
+18
192
$1.04M 0.1%
13,957
+5,026
193
$1.04M 0.1%
8,731
-665
194
$1.02M 0.1%
5,884
+431
195
$1.02M 0.1%
23,737
+5,471
196
$991K 0.1%
25,592
-5,073
197
$989K 0.1%
6,891
-784
198
$985K 0.1%
4,910
+210
199
$983K 0.1%
17,265
-2,640
200
$964K 0.09%
7,597
+496
6 7
8
9 10