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
451
$479K 0.02%
2,468
+420
452
$478K 0.02%
11,518
+4,490
453
$477K 0.02%
6,291
-261
454
$477K 0.02%
2,155
-52
455
$471K 0.02%
+9,400
456
$470K 0.02%
7,498
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457
$466K 0.02%
3,450
+7
458
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1,032
-8
459
$465K 0.02%
178
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460
$465K 0.02%
10,268
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461
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1,322
462
$464K 0.02%
1,143
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463
$463K 0.02%
4,501
+394
464
$462K 0.02%
5,069
-1,123
465
$462K 0.02%
5,770
+1,180
466
$461K 0.02%
6,478
467
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1,773
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469
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+4,090
470
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20,686
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471
$452K 0.02%
15,013
-488
472
$452K 0.02%
6,184
473
$446K 0.02%
5,886
-12
474
$445K 0.02%
+1,462
475
$443K 0.02%
7,854
-114
17 18
19
20 21