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
326
$923K 0.04%
6,476
-705
327
$919K 0.04%
63,635
+6,339
328
$907K 0.04%
14,182
+1,442
329
$897K 0.04%
29,106
+98
330
$893K 0.04%
15,283
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331
$888K 0.04%
+10,652
332
$872K 0.04%
1,089
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333
$861K 0.04%
8,847
-10,723
334
$854K 0.04%
9,396
-386
335
$847K 0.04%
8,999
-361
336
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10,819
-22
337
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7,341
-324
338
$834K 0.04%
37,746
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339
$832K 0.04%
11,752
-4
340
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2,693
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341
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16,451
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342
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6,052
-13
343
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2,337
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344
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12,599
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345
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4,728
-56
346
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18,532
+2
347
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3,015
+30
348
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27,136
-1,610
349
$812K 0.03%
74,853
-5,517
350
$809K 0.03%
10,436
-455
12 13
14
15 16