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
301
$1.06M 0.05%
10,859
+1,127
302
$1.03M 0.04%
4,348
+175
303
$1.02M 0.04%
8,446
+4,076
304
$1.02M 0.04%
1,393
-76
305
$1.02M 0.04%
8,265
+257
306
$1.02M 0.04%
14,732
-760
307
$998K 0.04%
16,631
-5,972
308
$990K 0.04%
6,683
-27
309
$989K 0.04%
47,820
+4,917
310
$988K 0.04%
14,236
-5,649
311
$982K 0.04%
14,048
+188
312
$979K 0.04%
5,038
+10
313
$976K 0.04%
11,193
-491
314
$973K 0.04%
49,833
+5,708
315
$966K 0.04%
14,860
+443
316
$966K 0.04%
28,780
+2,206
317
$964K 0.04%
22,422
-520
318
$963K 0.04%
4,999
-123
319
$960K 0.04%
3,314
+22
320
$951K 0.04%
3,261
321
$941K 0.04%
5,663
-3,284
322
$937K 0.04%
13,015
-956
323
$933K 0.04%
+38,451
324
$927K 0.04%
38,483
+4,691
325
$927K 0.04%
1,177
-12
11 12
13
14 15