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
OKE icon
401
Oneok
OKE
$43.2B
$611K 0.03%
7,488
-940
IMMP
402
Immutep
IMMP
$300M
$611K 0.03%
372,700
-13,950
MOO icon
403
VanEck Agribusiness ETF
MOO
$616M
$611K 0.03%
8,300
+1,500
DGX icon
404
Quest Diagnostics
DGX
$20.4B
$602K 0.03%
3,353
DGRW icon
405
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$16.8B
$601K 0.03%
7,173
-362
AZO icon
406
AutoZone
AZO
$64.2B
$600K 0.03%
162
+16
COP icon
407
ConocoPhillips
COP
$113B
$600K 0.03%
6,681
+374
BSMT icon
408
Invesco BulletShares 2029 Municipal Bond ETF
BSMT
$208M
$594K 0.03%
26,155
+4,416
SNPS icon
409
Synopsys
SNPS
$86.2B
$594K 0.03%
1,158
-63
CME icon
410
CME Group
CME
$96.9B
$590K 0.03%
2,141
-31
SOUN icon
411
SoundHound AI
SOUN
$7.33B
$581K 0.02%
54,110
+2,210
IBB icon
412
iShares Biotechnology ETF
IBB
$6.21B
$579K 0.02%
4,576
+233
URI icon
413
United Rentals
URI
$58.1B
$578K 0.02%
767
+285
FTSM icon
414
First Trust Enhanced Short Maturity ETF
FTSM
$6.19B
$578K 0.02%
9,653
-130
USMV icon
415
iShares MSCI USA Min Vol Factor ETF
USMV
$23.5B
$573K 0.02%
6,108
-7
SNOW icon
416
Snowflake
SNOW
$87.4B
$567K 0.02%
+2,534
FBT icon
417
First Trust NYSE Arca Biotechnology Index Fund
FBT
$1.16B
$564K 0.02%
3,498
CVNA icon
418
Carvana
CVNA
$47.2B
$562K 0.02%
1,669
+3
VPU icon
419
Vanguard Utilities ETF
VPU
$8.02B
$562K 0.02%
3,184
+190
RF icon
420
Regions Financial
RF
$21.9B
$560K 0.02%
23,800
-29
TYL icon
421
Tyler Technologies
TYL
$22B
$558K 0.02%
942
+19
PHM icon
422
Pultegroup
PHM
$23.5B
$557K 0.02%
5,280
-4,828
KKR icon
423
KKR & Co
KKR
$108B
$556K 0.02%
4,183
+34
MTD icon
424
Mettler-Toledo International
MTD
$29.5B
$554K 0.02%
472
+18
SN icon
425
SharkNinja
SN
$13.6B
$549K 0.02%
+5,550
15 16
17
18 19