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
251
$1.4M 0.06%
19,208
252
$1.4M 0.06%
4,397
+353
253
$1.4M 0.06%
8,347
-375
254
$1.39M 0.06%
33,152
+16,820
255
$1.37M 0.06%
2,931
-96
256
$1.37M 0.06%
23,377
-774
257
$1.37M 0.06%
4,811
258
$1.37M 0.06%
28,316
259
$1.34M 0.06%
5,757
-116
260
$1.34M 0.06%
16,152
+1,961
261
$1.34M 0.06%
6,831
+323
262
$1.33M 0.06%
31,429
+2,079
263
$1.33M 0.06%
31,325
+1,490
264
$1.32M 0.06%
23,306
+3,239
265
$1.3M 0.06%
6,262
-15,700
266
$1.29M 0.06%
20,692
+4,164
267
$1.28M 0.05%
25,140
+396
268
$1.27M 0.05%
12,183
-2,350
269
$1.27M 0.05%
18,621
+293
270
$1.25M 0.05%
13,773
-311
271
$1.25M 0.05%
7,931
-379
272
$1.25M 0.05%
25,003
-2,883
273
$1.24M 0.05%
4,531
-222
274
$1.23M 0.05%
4,456
-61
275
$1.23M 0.05%
12,197
-224
9 10
11
12 13