MWM

Meridian Wealth Management Portfolio holdings

AUM $2.07B
AUM
$2.07B
AUM Growth
-$48.2M
Cap. Flow
+$52.1M
Cap. Flow %
2.52%
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
$2.49M
3
$2.44M
4
$2.19M
5
$1.84M

Sector Composition

1Technology17.97%
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
1 789101127