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
201
$962K 0.09%
+37,336
202
$941K 0.09%
23,014
-11,490
203
$939K 0.09%
38,389
-4,929
204
$931K 0.09%
17,839
+125
205
$925K 0.09%
10,775
-13,069
206
$917K 0.09%
18,221
-2,157
207
$917K 0.09%
19,241
+1,164
208
$912K 0.09%
3,472
+1,338
209
$912K 0.09%
20,335
-3,277
210
$905K 0.09%
3,646
+122
211
$902K 0.09%
20,230
+452
212
$898K 0.09%
18,229
-1,665
213
$892K 0.09%
2,297
-281
214
$886K 0.09%
5,610
+48
215
$881K 0.09%
6,880
216
$879K 0.09%
20,674
217
$856K 0.08%
+74,140
218
$856K 0.08%
13,638
219
$853K 0.08%
11,436
220
$852K 0.08%
10,174
-303
221
$847K 0.08%
6,035
+2,083
222
$839K 0.08%
19,681
-2,270
223
$839K 0.08%
10,293
-41
224
$833K 0.08%
10,724
+546
225
$804K 0.08%
5,401
-3,819
7 8
9
10 11