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
$2.34B
AUM Growth
+$276M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
685
New
Increased
Reduced
Closed

Top Buys

1
+$11.7M
2
+$9.82M
3
+$9.37M
4
MRVL icon
Marvell Technology
MRVL
+$7.72M
5
PLTR icon
Palantir
PLTR
+$7.43M

Top Sells

1
+$17.3M
2
+$9.76M
3
+$6.71M
4
DKNG icon
DraftKings
DKNG
+$4.96M
5
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$3.79M

Sector Composition

1 Technology 20.63%
2 Financials 8.87%
3 Consumer Discretionary 5.84%
4 Industrials 4.91%
5 Energy 4.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NVDA icon
1
NVIDIA
NVDA
$4.44T
$122M 5.2%
770,140
-42,500
QQQ icon
2
Invesco QQQ Trust
QQQ
$389B
$89.4M 3.82%
162,073
+3,775
AAPL icon
3
Apple
AAPL
$3.92T
$80.4M 3.43%
391,878
+346
MSFT icon
4
Microsoft
MSFT
$3.83T
$80.2M 3.42%
161,184
-130
XOM icon
5
Exxon Mobil
XOM
$481B
$77.4M 3.3%
717,940
+1,172
AMZN icon
6
Amazon
AMZN
$2.37T
$71.1M 3.04%
324,154
-1,507
SPY icon
7
SPDR S&P 500 ETF Trust
SPY
$668B
$56.8M 2.42%
91,913
-2,997
JPM icon
8
JPMorgan Chase
JPM
$820B
$56.4M 2.41%
194,390
+586
BRK.B icon
9
Berkshire Hathaway Class B
BRK.B
$1.07T
$35.6M 1.52%
73,247
-229
BND icon
10
Vanguard Total Bond Market
BND
$138B
$34M 1.45%
461,911
+24,919
AVGO icon
11
Broadcom
AVGO
$1.62T
$30.9M 1.32%
112,054
+35,628
IVV icon
12
iShares Core S&P 500 ETF
IVV
$668B
$29.2M 1.25%
46,978
-1,368
GOOGL icon
13
Alphabet (Google) Class A
GOOGL
$2.98T
$27M 1.15%
153,260
+4,400
VUG icon
14
Vanguard Growth ETF
VUG
$197B
$26.1M 1.11%
59,564
+1,574
META icon
15
Meta Platforms (Facebook)
META
$1.83T
$25.6M 1.09%
34,632
+2,112
SCHG icon
16
Schwab US Large-Cap Growth ETF
SCHG
$52.5B
$24.9M 1.07%
853,924
-42,401
HOOD icon
17
Robinhood
HOOD
$120B
$21.7M 0.93%
231,591
+13,567
VTV icon
18
Vanguard Value ETF
VTV
$148B
$21.3M 0.91%
120,783
+3,719
TSLA icon
19
Tesla
TSLA
$1.49T
$20.1M 0.86%
63,163
+29,487
COST icon
20
Costco
COST
$417B
$18.3M 0.78%
18,501
+438
ISRG icon
21
Intuitive Surgical
ISRG
$167B
$17.7M 0.76%
32,559
+140
GOOG icon
22
Alphabet (Google) Class C
GOOG
$2.99T
$17.5M 0.75%
98,875
+2,040
VOO icon
23
Vanguard S&P 500 ETF
VOO
$766B
$16.9M 0.72%
29,710
+1,304
CAT icon
24
Caterpillar
CAT
$249B
$16.1M 0.69%
41,388
+2,416
AER icon
25
AerCap
AER
$21.5B
$16M 0.68%
137,086
+30,543
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