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
376
$707K 0.03%
4,969
-106
377
$704K 0.03%
10,200
-715
378
$701K 0.03%
6,036
+2
379
$700K 0.03%
1,665
+266
380
$699K 0.03%
11,049
381
$697K 0.03%
10,370
+2,061
382
$695K 0.03%
5,742
-59
383
$690K 0.03%
3,270
+350
384
$688K 0.03%
12,252
-778
385
$687K 0.03%
2,781
+10
386
$686K 0.03%
6,064
-897
387
$685K 0.03%
25,661
+4,141
388
$681K 0.03%
27,729
-33,040
389
$678K 0.03%
4,840
-310
390
$675K 0.03%
1,323
+108
391
$668K 0.03%
26,601
+16,543
392
$663K 0.03%
+13,304
393
$648K 0.03%
2,610
+108
394
$648K 0.03%
616,800
+36,000
395
$640K 0.03%
12,508
+69
396
$634K 0.03%
766
+33
397
$631K 0.03%
4,745
-2,932
398
$625K 0.03%
16,629
+8,786
399
$624K 0.03%
594
+92
400
$619K 0.03%
9,919
-1,033
14 15
16
17 18