MWM

Meridian Wealth Management Portfolio holdings

AUM $2.61B
1-Year Est. Return 29.73%
This Quarter Est. Return
1 Year Est. Return
+29.73%
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
FNCL icon
276
Fidelity MSCI Financials Index ETF
FNCL
$2.39B
$1.23M 0.05%
16,554
+97
QUAL icon
277
iShares MSCI USA Quality Factor ETF
QUAL
$48.2B
$1.23M 0.05%
6,701
-10
PNC icon
278
PNC Financial Services
PNC
$90.2B
$1.22M 0.05%
6,555
+40
PSA icon
279
Public Storage
PSA
$51.6B
$1.2M 0.05%
4,091
+379
GS icon
280
Goldman Sachs
GS
$289B
$1.18M 0.05%
1,673
+233
BIV icon
281
Vanguard Intermediate-Term Bond ETF
BIV
$27.1B
$1.17M 0.05%
15,164
-5,151
MMM icon
282
3M
MMM
$89.1B
$1.17M 0.05%
7,697
+90
DVY icon
283
iShares Select Dividend ETF
DVY
$21.5B
$1.17M 0.05%
8,805
-76
IWS icon
284
iShares Russell Mid-Cap Value ETF
IWS
$14.7B
$1.17M 0.05%
8,830
-489
IGIB icon
285
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$17.4B
$1.16M 0.05%
21,744
-430
CI icon
286
Cigna
CI
$72.7B
$1.15M 0.05%
3,472
+25
VXUS icon
287
Vanguard Total International Stock ETF
VXUS
$124B
$1.14M 0.05%
16,545
+15
UPS icon
288
United Parcel Service
UPS
$90.7B
$1.14M 0.05%
11,288
-272
XLU icon
289
State Street Utilities Select Sector SPDR ETF
XLU
$22B
$1.13M 0.05%
27,692
+2,128
AVUV icon
290
Avantis US Small Cap Value ETF
AVUV
$21.4B
$1.11M 0.05%
12,208
+102
EFG icon
291
iShares MSCI EAFE Growth ETF
EFG
$9.65B
$1.11M 0.05%
9,917
-1,721
ETV
292
Eaton Vance Tax-Managed Buy-Write Opportunities Fund
ETV
$1.68B
$1.09M 0.05%
78,461
+7,101
DBEF icon
293
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
$8.43B
$1.09M 0.05%
24,856
+2,498
GD icon
294
General Dynamics
GD
$99.2B
$1.08M 0.05%
3,719
-92
RCL icon
295
Royal Caribbean
RCL
$75.3B
$1.08M 0.05%
3,441
+1
SSD icon
296
Simpson Manufacturing
SSD
$7.8B
$1.07M 0.05%
6,901
VDE icon
297
Vanguard Energy ETF
VDE
$7.48B
$1.07M 0.05%
8,991
+6,069
FICO icon
298
Fair Isaac
FICO
$37.2B
$1.07M 0.05%
584
-85
VNQ icon
299
Vanguard Real Estate ETF
VNQ
$34.8B
$1.06M 0.05%
11,950
+972
FITB icon
300
Fifth Third Bancorp
FITB
$32.5B
$1.06M 0.05%
25,820
+54
10 11
12
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