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
1
$12.7M 5.45%
34,087
+3,289
2
$12.5M 5.37%
67,276
-1,169
3
$12.3M 5.29%
122,840
+29,120
4
$12.1M 5.2%
32,304
+4,576
5
$8.91M 3.83%
30,653
-888
6
$8.62M 3.71%
1,227,600
-1,080
7
$8.11M 3.49%
101,378
+1,419
8
$6.92M 2.98%
61,342
-819
9
$6.81M 2.93%
580,326
-20,490
10
$6.29M 2.7%
75,600
+4,884
11
$5.64M 2.42%
191,320
-4,079
12
$5.46M 2.35%
28,515
+1,896
13
$5.08M 2.18%
19,078
-284
14
$4.64M 2%
58,990
+14,150
15
$4.07M 1.75%
35,603
+54
16
$4.03M 1.73%
71,416
+1,256
17
$3.75M 1.61%
+96,689
18
$3.73M 1.61%
227,090
-28,000
19
$3.69M 1.59%
+37,277
20
$3.6M 1.55%
77,785
21
$2.85M 1.22%
10,759
-3,650
22
$2.58M 1.11%
135,380
+3,036
23
$2.56M 1.1%
55,082
+252
24
$2.56M 1.1%
+15,740
25
$2.4M 1.03%
15,977
+31