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
276
$1.23M 0.05%
16,554
+97
277
$1.23M 0.05%
6,701
-10
278
$1.22M 0.05%
6,555
+40
279
$1.2M 0.05%
4,091
+379
280
$1.18M 0.05%
1,673
+233
281
$1.17M 0.05%
15,164
-5,151
282
$1.17M 0.05%
7,697
+90
283
$1.17M 0.05%
8,805
-76
284
$1.17M 0.05%
8,830
-489
285
$1.16M 0.05%
21,744
-430
286
$1.15M 0.05%
3,472
+25
287
$1.14M 0.05%
16,545
+15
288
$1.14M 0.05%
11,288
-272
289
$1.13M 0.05%
27,692
+2,128
290
$1.11M 0.05%
12,208
+102
291
$1.11M 0.05%
9,917
-1,721
292
$1.09M 0.05%
78,461
+7,101
293
$1.09M 0.05%
24,856
+2,498
294
$1.08M 0.05%
3,719
-92
295
$1.08M 0.05%
3,441
+1
296
$1.07M 0.05%
6,901
297
$1.07M 0.05%
8,991
+6,069
298
$1.07M 0.05%
584
-85
299
$1.06M 0.05%
11,950
+972
300
$1.06M 0.05%
25,820
+54
10 11
12
13 14