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
426
$549K 0.02%
8,140
-6
427
$548K 0.02%
10,384
-898
428
$547K 0.02%
15,315
+91
429
$539K 0.02%
61,850
-9,000
430
$533K 0.02%
5,123
+12
431
$531K 0.02%
25,593
+7,054
432
$530K 0.02%
17,419
+64
433
$526K 0.02%
1,409
434
$525K 0.02%
5,375
+470
435
$524K 0.02%
22,576
436
$523K 0.02%
2,348
+339
437
$522K 0.02%
2,595
+557
438
$522K 0.02%
13,670
-1,003
439
$516K 0.02%
4,969
+17
440
$512K 0.02%
10,787
+2,867
441
$507K 0.02%
6,354
+196
442
$503K 0.02%
4,103
+2
443
$503K 0.02%
4,450
+7
444
$502K 0.02%
+5,593
445
$498K 0.02%
1,661
-31
446
$497K 0.02%
7,016
+213
447
$496K 0.02%
10,312
448
$481K 0.02%
959
+219
449
$480K 0.02%
3,378
450
$480K 0.02%
6,555
+285
16 17
18
19 20