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
201
$1.71M 0.08%
14,033
+340
202
$1.69M 0.08%
+14,466
203
$1.66M 0.08%
16,487
-61
204
$1.62M 0.08%
7,700
-57
205
$1.61M 0.08%
71,704
+22,395
206
$1.6M 0.08%
27,501
+4,515
207
$1.6M 0.08%
16,801
+2,591
208
$1.56M 0.08%
20,315
-1,828
209
$1.54M 0.07%
58,785
210
$1.53M 0.07%
14,533
+575
211
$1.53M 0.07%
21,131
-1,194
212
$1.52M 0.07%
8,893
-455
213
$1.49M 0.07%
22,870
-215
214
$1.49M 0.07%
19,208
-1,515
215
$1.47M 0.07%
20,385
-20
216
$1.47M 0.07%
21,656
+94
217
$1.46M 0.07%
2,698
-7
218
$1.46M 0.07%
34,961
+3,185
219
$1.45M 0.07%
57,335
+2,090
220
$1.42M 0.07%
24,151
-12,029
221
$1.42M 0.07%
65,255
+12,464
222
$1.41M 0.07%
3,027
+1,004
223
$1.41M 0.07%
19,885
+2,809
224
$1.4M 0.07%
32,204
+999
225
$1.39M 0.07%
27,886
+4,386
7 8
9
10 11