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
CGCV
226
Capital Group Conservative Equity ETF
CGCV
$940M
$1.7M 0.07%
+59,494
DUK icon
227
Duke Energy
DUK
$99.1B
$1.68M 0.07%
14,266
+233
ETN icon
228
Eaton
ETN
$147B
$1.68M 0.07%
4,699
+318
RKLB icon
229
Rocket Lab Corp
RKLB
$31.2B
$1.65M 0.07%
46,220
+100
ITB icon
230
iShares US Home Construction ETF
ITB
$3.17B
$1.64M 0.07%
17,568
+767
ENVX icon
231
Enovix
ENVX
$2.7B
$1.61M 0.07%
177,594
+25,885
IBDV icon
232
iShares iBonds Dec 2030 Term Corporate ETF
IBDV
$2.13B
$1.58M 0.07%
71,858
+6,603
SMH icon
233
VanEck Semiconductor ETF
SMH
$35.9B
$1.57M 0.07%
5,643
-62,096
SUB icon
234
iShares Short-Term National Muni Bond ETF
SUB
$10.2B
$1.55M 0.07%
14,601
+2,768
CGGO icon
235
Capital Group Global Growth Equity ETF
CGGO
$7.52B
$1.55M 0.07%
48,471
+152
CSCO icon
236
Cisco
CSCO
$279B
$1.54M 0.07%
22,213
+454
KR icon
237
Kroger
KR
$44.4B
$1.54M 0.07%
21,421
-235
IBDU icon
238
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
$2.95B
$1.52M 0.06%
65,179
+7,707
CGCB icon
239
Capital Group Core Bond ETF
CGCB
$3.08B
$1.5M 0.06%
56,897
-1,888
IWO icon
240
iShares Russell 2000 Growth ETF
IWO
$13.4B
$1.48M 0.06%
5,191
-99
IXN icon
241
iShares Global Tech ETF
IXN
$6.56B
$1.47M 0.06%
15,914
+30
IWB icon
242
iShares Russell 1000 ETF
IWB
$45.7B
$1.47M 0.06%
4,323
MGK icon
243
Vanguard Mega Cap Growth ETF
MGK
$31.6B
$1.46M 0.06%
3,991
-139
PH icon
244
Parker-Hannifin
PH
$97.4B
$1.45M 0.06%
2,083
-91
SPDW icon
245
SPDR Portfolio Developed World ex-US ETF
SPDW
$30.9B
$1.45M 0.06%
35,856
+501
XLP icon
246
Consumers Staples Select Sector SPDR Fund
XLP
$15.5B
$1.45M 0.06%
17,918
+2,666
SCMB icon
247
Schwab Municipal Bond ETF
SCMB
$2.4B
$1.45M 0.06%
57,392
+57
CGCP icon
248
Capital Group Core Plus Income ETF
CGCP
$5.8B
$1.43M 0.06%
63,588
-8,116
DAL icon
249
Delta Air Lines
DAL
$39.9B
$1.41M 0.06%
28,716
-3,488
FTNT icon
250
Fortinet
FTNT
$65.7B
$1.41M 0.06%
13,312
+2,141
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