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
$233M
AUM Growth
+$20.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
211
New
Increased
Reduced
Closed

Top Buys

1
+$3.75M
2
+$3.69M
3
+$2.92M
4
LULU icon
lululemon athletica
LULU
+$2.56M
5
ANET icon
Arista Networks
ANET
+$1.73M

Top Sells

1
+$2.68M
2
+$1.63M
3
+$1.59M
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$965K
5
VTV icon
Vanguard Value ETF
VTV
+$730K

Sector Composition

1 Technology 17.42%
2 Financials 12.06%
3 Communication Services 10.09%
4 Healthcare 9.57%
5 Consumer Discretionary 8.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
– –
-1,209
202
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-1,739
203
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-5,180
204
– –
-2,062
205
– –
-7,027
206
– –
-8,682
207
– –
-5,200
208
– –
-12,880
209
– –
-3,716
210
– –
-10,740
211
– –
-7,824
5 6 7 8
9