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
1
$88.1M 4.26%
812,640
+5,009
2
$87M 4.21%
391,532
+33,230
3
$85.2M 4.13%
716,768
-2,418
4
$74.2M 3.59%
158,298
-445
5
$62M 3%
325,661
+4,795
6
$60.6M 2.93%
161,314
-12,449
7
$53.1M 2.57%
94,910
+1,432
8
$47.5M 2.3%
193,804
-102
9
$39.1M 1.89%
73,476
+955
10
$32.1M 1.55%
436,992
+78,146
11
$27.2M 1.32%
48,346
-3,266
12
$23M 1.11%
148,860
+3,269
13
$22.4M 1.09%
896,325
-70,816
14
$21.5M 1.04%
57,990
+1,947
15
$20.2M 0.98%
117,064
+4,493
16
$18.7M 0.91%
32,520
+1,554
17
$17.1M 0.83%
18,063
-704
18
$16.3M 0.79%
77,819
+5,530
19
$16.1M 0.78%
32,419
+4,991
20
$15.5M 0.75%
29,685
-125
21
$15.1M 0.73%
96,835
+3,369
22
$14.6M 0.71%
28,406
-806
23
$14.3M 0.69%
67,739
-1,247
24
$14.1M 0.68%
160,074
+8,845
25
$14M 0.68%
48,680
+2,096
1
2 3 4 5