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
XSVN icon
351
BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF
XSVN
$158M
$808K 0.03%
16,882
+9,849
TWLO icon
352
Twilio
TWLO
$17.3B
$804K 0.03%
6,467
+980
MGV icon
353
Vanguard Mega Cap Value ETF
MGV
$10.2B
$799K 0.03%
6,090
PYPL icon
354
PayPal
PYPL
$66.7B
$799K 0.03%
10,747
+809
CGIC
355
Capital Group International Core Equity ETF
CGIC
$568M
$797K 0.03%
+27,370
UBER icon
356
Uber
UBER
$196B
$795K 0.03%
8,518
-4,996
IVW icon
357
iShares S&P 500 Growth ETF
IVW
$67.1B
$790K 0.03%
7,175
-420
BSMR icon
358
Invesco BulletShares 2027 Municipal Bond ETF
BSMR
$274M
$789K 0.03%
33,632
BSMP icon
359
Invesco BulletShares 2025 Municipal Bond ETF
BSMP
$218M
$775K 0.03%
31,596
IUSG icon
360
iShares Core S&P US Growth ETF
IUSG
$26B
$774K 0.03%
5,148
+96
BSMQ icon
361
Invesco BulletShares 2026 Municipal Bond ETF
BSMQ
$290M
$766K 0.03%
32,532
ZBH icon
362
Zimmer Biomet
ZBH
$20.4B
$763K 0.03%
8,360
-1
SHEL icon
363
Shell
SHEL
$218B
$755K 0.03%
10,716
-279
ACN icon
364
Accenture
ACN
$154B
$752K 0.03%
2,516
-11,608
HUM icon
365
Humana
HUM
$35B
$751K 0.03%
3,074
-5
XTRE icon
366
BondBloxx Bloomberg Three Year Target Duration US Treasury ETF
XTRE
$183M
$750K 0.03%
15,075
+8,268
SYK icon
367
Stryker
SYK
$146B
$749K 0.03%
1,894
+17
SPSM icon
368
SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$13.1B
$729K 0.03%
17,122
+1,613
BRK.A icon
369
Berkshire Hathaway Class A
BRK.A
$1.06T
$729K 0.03%
1
XLI icon
370
Industrial Select Sector SPDR Fund
XLI
$23.9B
$727K 0.03%
4,929
D icon
371
Dominion Energy
D
$52.1B
$718K 0.03%
12,709
+33
ICE icon
372
Intercontinental Exchange
ICE
$90.2B
$718K 0.03%
3,914
-46
AGX icon
373
Argan
AGX
$4.1B
$717K 0.03%
+3,250
GPIQ icon
374
Goldman Sachs ETF Trust Goldman Sachs Nasdaq-100 Premium Income ETF
GPIQ
$1.64B
$715K 0.03%
+14,353
SDY icon
375
SPDR S&P Dividend ETF
SDY
$20.2B
$711K 0.03%
5,240
-360
13 14
15
16 17