MWM

Meridian Wealth Management Portfolio holdings

AUM $2.61B
1-Year Est. Return 29.73%
This Quarter Est. Return
1 Year Est. Return
+29.73%
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
MDLZ icon
426
Mondelez International
MDLZ
$74.8B
$549K 0.02%
8,140
-6
TSCO icon
427
Tractor Supply
TSCO
$26.9B
$548K 0.02%
10,384
-898
CMCSA icon
428
Comcast
CMCSA
$103B
$547K 0.02%
15,315
+91
UNL icon
429
United States 12 Month Natural Gas Fund
UNL
$19M
$539K 0.02%
61,850
-9,000
CNI icon
430
Canadian National Railway
CNI
$59.8B
$533K 0.02%
5,123
+12
FSK icon
431
FS KKR Capital
FSK
$4.02B
$531K 0.02%
25,593
+7,054
STK
432
Columbia Seligman Premium Technology Growth Fund
STK
$679M
$530K 0.02%
17,419
+64
CSL icon
433
Carlisle Companies
CSL
$14.6B
$526K 0.02%
1,409
VTEC icon
434
Vanguard California Tax-Exempt Bond ETF
VTEC
$1.77B
$525K 0.02%
5,375
+470
BSMS icon
435
Invesco BulletShares 2028 Municipal Bond ETF
BSMS
$259M
$524K 0.02%
22,576
CTAS icon
436
Cintas
CTAS
$78.1B
$523K 0.02%
2,348
+339
ALL icon
437
Allstate
ALL
$50.6B
$522K 0.02%
2,595
+557
GFS icon
438
GlobalFoundries
GFS
$24.2B
$522K 0.02%
13,670
-1,003
AEP icon
439
American Electric Power
AEP
$63.7B
$516K 0.02%
4,969
+17
HYDB icon
440
iShares High Yield Systematic Bond ETF
HYDB
$1.72B
$512K 0.02%
10,787
+2,867
AKAM icon
441
Akamai
AKAM
$12.9B
$507K 0.02%
6,354
+196
EHC icon
442
Encompass Health
EHC
$9.94B
$503K 0.02%
4,103
+2
IVOG icon
443
Vanguard S&P Mid-Cap 400 Growth ETF
IVOG
$1.42B
$503K 0.02%
4,450
+7
WPM icon
444
Wheaton Precious Metals
WPM
$64.3B
$502K 0.02%
+5,593
COR icon
445
Cencora
COR
$68B
$498K 0.02%
1,661
-31
JIRE icon
446
JPMorgan International Research Enhanced Equity ETF
JIRE
$9.71B
$497K 0.02%
7,016
+213
HEDJ icon
447
WisdomTree Europe Hedged Equity Fund
HEDJ
$1.79B
$496K 0.02%
10,312
MCO icon
448
Moody's
MCO
$92.3B
$481K 0.02%
959
+219
HWKN icon
449
Hawkins
HWKN
$3.17B
$480K 0.02%
3,378
CARR icon
450
Carrier Global
CARR
$46.5B
$480K 0.02%
6,555
+285
16 17
18
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