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
176
$2.19M 0.11%
11,103
+342
177
$2.17M 0.11%
471
+20
178
$2.13M 0.1%
47,000
+1,876
179
$2.1M 0.1%
82,556
-3,891
180
$2.05M 0.1%
110,296
+780
181
$2.05M 0.1%
11,834
-1,012
182
$2.04M 0.1%
8,824
+122
183
$2.04M 0.1%
14,046
-502
184
$2.02M 0.1%
12,581
+1,109
185
$2.01M 0.1%
13,135
-8
186
$1.98M 0.1%
39,945
+296
187
$1.93M 0.09%
22,913
+1,813
188
$1.9M 0.09%
14,341
-1,948
189
$1.9M 0.09%
74,428
+4,526
190
$1.88M 0.09%
66,449
+6,405
191
$1.87M 0.09%
18,869
-311
192
$1.86M 0.09%
19,570
+1,145
193
$1.84M 0.09%
40,730
-1,916
194
$1.81M 0.09%
25,521
-218
195
$1.81M 0.09%
8,747
+593
196
$1.79M 0.09%
18,254
+7,000
197
$1.78M 0.09%
6,979
-426
198
$1.77M 0.09%
20,850
-33
199
$1.74M 0.08%
17,619
+1,147
200
$1.73M 0.08%
14,658
-4,486
6 7
8
9 10