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
$1.71M0.08% 14,033
+340
+2%
+$41.5K
$1.69M0.08%
+14,466
 New
+$1.69M
$1.66M0.08% 16,487
-61
-0.4%
-$6.14K
$1.62M0.08% 7,700
-57
-0.7%
-$12K
$1.61M0.08% 71,704
+22,395
+45%
+$503K
$1.6M0.08% 27,501
+4,515
+20%
+$263K
$1.6M0.08% 16,801
+2,591
+18%
+$247K
$1.56M0.08% 20,315
-1,828
-8%
-$140K
$1.54M0.07% 58,785––
$1.53M0.07% 14,533
+575
+4%
+$60.6K
$1.53M0.07% 21,131
-1,194
-5%
-$86.2K
$1.52M0.07% 8,893
-455
-5%
-$77.6K
$1.49M0.07% 22,870
-215
-0.9%
-$14K
$1.49M0.07% 19,208
-1,515
-7%
-$117K
$1.47M0.07% 20,385
-20
-0.1%
-$1.44K
$1.47M0.07% 21,656
+94
+0.4%
+$6.36K
$1.46M0.07% 2,698
-7
-0.3%
-$3.8K
$1.46M0.07% 34,961
+3,185
+10%
+$133K
$1.45M0.07% 57,335
+2,090
+4%
+$53K
$1.42M0.07% 24,151
-12,029
-33%
-$706K
$1.42M0.07% 65,255
+12,464
+24%
+$271K
$1.41M0.07% 3,027
+1,004
+50%
+$468K
$1.41M0.07% 19,885
+2,809
+16%
+$199K
$1.4M0.07% 32,204
+999
+3%
+$43.6K
$1.39M0.07% 27,886
+4,386
+19%
+$219K
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