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
351
$808K 0.03%
16,882
+9,849
352
$804K 0.03%
6,467
+980
353
$799K 0.03%
6,090
354
$799K 0.03%
10,747
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355
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+27,370
356
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8,518
-4,996
357
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7,175
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358
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33,632
359
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31,596
360
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5,148
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361
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32,532
362
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8,360
-1
363
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10,716
-279
364
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2,516
-11,608
365
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3,074
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366
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367
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368
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17,122
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369
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1
370
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371
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12,709
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372
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3,914
-46
373
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+3,250
374
$715K 0.03%
+14,353
375
$711K 0.03%
5,240
-360
13 14
15
16 17