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
LRCX icon
301
Lam Research
LRCX
$191B
$1.06M 0.05%
10,859
+1,127
LULU icon
302
lululemon athletica
LULU
$21.1B
$1.03M 0.04%
4,348
+175
NVS icon
303
Novartis
NVS
$252B
$1.02M 0.04%
8,446
+4,076
MCK icon
304
McKesson
MCK
$99.7B
$1.02M 0.04%
1,393
-76
TJX icon
305
TJX Companies
TJX
$158B
$1.02M 0.04%
8,265
+257
NVO icon
306
Novo Nordisk
NVO
$235B
$1.02M 0.04%
14,732
-760
IEMG icon
307
iShares Core MSCI Emerging Markets ETF
IEMG
$114B
$998K 0.04%
16,631
-5,972
YUM icon
308
Yum! Brands
YUM
$39.8B
$990K 0.04%
6,683
-27
BSCP icon
309
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
$2.97B
$989K 0.04%
47,820
+4,917
NEE icon
310
NextEra Energy
NEE
$174B
$988K 0.04%
14,236
-5,649
AZN icon
311
AstraZeneca
AZN
$258B
$982K 0.04%
14,048
+188
IWD icon
312
iShares Russell 1000 Value ETF
IWD
$65.5B
$979K 0.04%
5,038
+10
MDT icon
313
Medtronic
MDT
$120B
$976K 0.04%
11,193
-491
BSCQ icon
314
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
$4.23B
$973K 0.04%
49,833
+5,708
SYLD icon
315
Cambria Shareholder Yield ETF
SYLD
$924M
$966K 0.04%
14,860
+443
SFLR icon
316
Innovator Equity Managed Floor ETF
SFLR
$1.08B
$966K 0.04%
28,780
+2,206
TFC icon
317
Truist Financial
TFC
$56.5B
$964K 0.04%
22,422
-520
VXF icon
318
Vanguard Extended Market ETF
VXF
$24.9B
$963K 0.04%
4,999
-123
CB icon
319
Chubb
CB
$112B
$960K 0.04%
3,314
+22
POOL icon
320
Pool Corp
POOL
$11B
$951K 0.04%
3,261
MPC icon
321
Marathon Petroleum
MPC
$59.7B
$941K 0.04%
5,663
-3,284
TTD icon
322
Trade Desk
TTD
$25.4B
$937K 0.04%
13,015
-956
FLMI icon
323
Franklin Dynamic Municipal Bond ETF
FLMI
$959M
$933K 0.04%
+38,451
EVT icon
324
Eaton Vance Tax-Advantaged Dividend Income Fund
EVT
$1.88B
$927K 0.04%
38,483
+4,691
INTU icon
325
Intuit
INTU
$190B
$927K 0.04%
1,177
-12
11 12
13
14 15