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
MTB icon
451
M&T Bank
MTB
$28.9B
$479K 0.02%
2,468
+420
TQQQ icon
452
ProShares UltraPro QQQ
TQQQ
$29.9B
$478K 0.02%
5,759
+2,245
MKC icon
453
McCormick & Company Non-Voting
MKC
$17.9B
$477K 0.02%
6,291
-261
CHKP icon
454
Check Point Software Technologies
CHKP
$20.6B
$477K 0.02%
2,155
-52
MTBA icon
455
Simplify MBS ETF
MTBA
$1.51B
$471K 0.02%
+9,400
IHI icon
456
iShares US Medical Devices ETF
IHI
$4.35B
$470K 0.02%
7,498
+1
ITOT icon
457
iShares Core S&P Total US Stock Market ETF
ITOT
$79.2B
$466K 0.02%
3,450
+7
DPZ icon
458
Domino's
DPZ
$14B
$465K 0.02%
1,032
-8
MELI icon
459
Mercado Libre
MELI
$110B
$465K 0.02%
178
+33
USB icon
460
US Bancorp
USB
$75.1B
$465K 0.02%
10,268
+309
IWV icon
461
iShares Russell 3000 ETF
IWV
$17.4B
$464K 0.02%
1,322
TMO icon
462
Thermo Fisher Scientific
TMO
$216B
$464K 0.02%
1,143
+11
STIP icon
463
iShares 0-5 Year TIPS Bond ETF
STIP
$12.9B
$463K 0.02%
4,501
+394
SCHW icon
464
Charles Schwab
SCHW
$171B
$462K 0.02%
5,069
-1,123
VYMI icon
465
Vanguard International High Dividend Yield ETF
VYMI
$12.4B
$462K 0.02%
5,770
+1,180
QLC icon
466
FlexShares US Quality Large Cap Index Fund
QLC
$608M
$461K 0.02%
6,478
COF icon
467
Capital One
COF
$144B
$460K 0.02%
+2,163
NSC icon
468
Norfolk Southern
NSC
$62.9B
$454K 0.02%
1,773
+5
MSTY icon
469
YieldMax MSTR Option Income Strategy ETF
MSTY
$3.32B
$453K 0.02%
+20,451
UBOT icon
470
Direxion Daily Robotics, Artificial Intelligence & Automation Index Bull 2X Shares
UBOT
$35.8M
$453K 0.02%
20,686
+2,000
SCHE icon
471
Schwab Emerging Markets Equity ETF
SCHE
$11.6B
$452K 0.02%
15,013
-488
RBCAA icon
472
Republic Bancorp
RBCAA
$1.36B
$452K 0.02%
6,184
SRE icon
473
Sempra
SRE
$60.5B
$446K 0.02%
5,886
-12
SAP icon
474
SAP
SAP
$314B
$445K 0.02%
+1,462
ROL icon
475
Rollins
ROL
$27.4B
$443K 0.02%
7,854
-114
17 18
19
20 21