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
USO icon
251
United States Oil Fund
USO
$909M
$1.4M 0.06%
19,208
AXP icon
252
American Express
AXP
$247B
$1.4M 0.06%
4,397
+353
CAH icon
253
Cardinal Health
CAH
$38.4B
$1.4M 0.06%
8,347
-375
FAST icon
254
Fastenal
FAST
$49.5B
$1.39M 0.06%
33,152
+16,820
LIN icon
255
Linde
LIN
$209B
$1.37M 0.06%
2,931
-96
VGSH icon
256
Vanguard Short-Term Treasury ETF
VGSH
$22.8B
$1.37M 0.06%
23,377
-774
VV icon
257
Vanguard Large-Cap ETF
VV
$47B
$1.37M 0.06%
4,811
FBCG icon
258
Fidelity Blue Chip Growth ETF
FBCG
$5.03B
$1.37M 0.06%
28,316
HON icon
259
Honeywell
HON
$138B
$1.34M 0.06%
5,757
-116
SHY icon
260
iShares 1-3 Year Treasury Bond ETF
SHY
$24.2B
$1.34M 0.06%
16,152
+1,961
NET icon
261
Cloudflare
NET
$76.3B
$1.34M 0.06%
6,831
+323
SPYD icon
262
SPDR Portfolio S&P 500 High Dividend ETF
SPYD
$7.37B
$1.33M 0.06%
31,429
+2,079
DIVO icon
263
Amplify CWP Enhanced Dividend Income ETF
DIVO
$5.29B
$1.33M 0.06%
31,325
+1,490
JEPI icon
264
JPMorgan Equity Premium Income ETF
JEPI
$41.7B
$1.32M 0.06%
23,306
+3,239
TXN icon
265
Texas Instruments
TXN
$154B
$1.3M 0.06%
6,262
-15,700
CGW icon
266
Invesco S&P Global Water Index ETF
CGW
$1.04B
$1.29M 0.06%
20,692
+4,164
JAAA icon
267
Janus Henderson AAA CLO ETF
JAAA
$25.1B
$1.28M 0.05%
25,140
+396
MUB icon
268
iShares National Muni Bond ETF
MUB
$40.4B
$1.27M 0.05%
12,183
-2,350
AVLV icon
269
Avantis US Large Cap Value ETF
AVLV
$8.4B
$1.27M 0.05%
18,621
+293
IJK icon
270
iShares S&P Mid-Cap 400 Growth ETF
IJK
$9.39B
$1.25M 0.05%
13,773
-311
IWN icon
271
iShares Russell 2000 Value ETF
IWN
$12.3B
$1.25M 0.05%
7,931
-379
TBIL
272
US Treasury 3 Month Bill ETF
TBIL
$5.96B
$1.25M 0.05%
25,003
-2,883
MAR icon
273
Marriott International
MAR
$73.7B
$1.24M 0.05%
4,531
-222
VBK icon
274
Vanguard Small-Cap Growth ETF
VBK
$21B
$1.23M 0.05%
4,456
-61
NOBL icon
275
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.5B
$1.23M 0.05%
12,197
-224
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