MWM

Meridian Wealth Management Portfolio holdings

AUM $2.84B
1-Year Est. Return 28.25%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.25%
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
+$8.88M
2
+$7.74M
3
+$6.64M
4
PLTR icon
Palantir
PLTR
+$6.39M
5
MRVL icon
Marvell Technology
MRVL
+$6.22M

Top Sells

1
+$14.4M
2
+$9.1M
3
+$5.35M
4
DKNG icon
DraftKings
DKNG
+$4.15M
5
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$3.64M

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
226
$1.7M 0.07%
+59,494
227
$1.68M 0.07%
14,266
+233
228
$1.68M 0.07%
4,699
+318
229
$1.65M 0.07%
46,220
+100
230
$1.64M 0.07%
17,568
+767
231
$1.61M 0.07%
177,594
+25,885
232
$1.58M 0.07%
71,858
+6,603
233
$1.57M 0.07%
5,643
-62,096
234
$1.55M 0.07%
14,601
+2,768
235
$1.55M 0.07%
48,471
+152
236
$1.54M 0.07%
22,213
+454
237
$1.54M 0.07%
21,421
-235
238
$1.52M 0.06%
65,179
+7,707
239
$1.5M 0.06%
56,897
-1,888
240
$1.48M 0.06%
5,191
-99
241
$1.47M 0.06%
15,914
+30
242
$1.47M 0.06%
4,323
243
$1.46M 0.06%
3,991
-139
244
$1.45M 0.06%
2,083
-91
245
$1.45M 0.06%
35,856
+501
246
$1.45M 0.06%
17,918
+2,666
247
$1.45M 0.06%
57,392
+57
248
$1.43M 0.06%
63,588
-8,116
249
$1.41M 0.06%
28,716
-3,488
250
$1.41M 0.06%
13,312
+2,141
8 9
10
11 12