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
401
$611K 0.03%
7,488
-940
402
$611K 0.03%
372,700
-13,950
403
$611K 0.03%
8,300
+1,500
404
$602K 0.03%
3,353
405
$601K 0.03%
7,173
-362
406
$600K 0.03%
162
+16
407
$600K 0.03%
6,681
+374
408
$594K 0.03%
26,155
+4,416
409
$594K 0.03%
1,158
-63
410
$590K 0.03%
2,141
-31
411
$581K 0.02%
54,110
+2,210
412
$579K 0.02%
4,576
+233
413
$578K 0.02%
767
+285
414
$578K 0.02%
9,653
-130
415
$573K 0.02%
6,108
-7
416
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+2,534
417
$564K 0.02%
3,498
418
$562K 0.02%
1,669
+3
419
$562K 0.02%
3,184
+190
420
$560K 0.02%
23,800
-29
421
$558K 0.02%
942
+19
422
$557K 0.02%
5,280
-4,828
423
$556K 0.02%
4,183
+34
424
$554K 0.02%
472
+18
425
$549K 0.02%
+5,550
15 16
17
18 19