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
IBM icon
26
IBM
IBM
$263B
$15.2M 0.65%
51,674
-2,394
WMT icon
27
Walmart
WMT
$847B
$14.5M 0.62%
147,792
-12,282
GLD icon
28
SPDR Gold Trust
GLD
$131B
$14.4M 0.61%
47,215
-1,465
ABBV icon
29
AbbVie
ABBV
$409B
$14.2M 0.61%
76,766
-1,053
VTI icon
30
Vanguard Total Stock Market ETF
VTI
$549B
$14.2M 0.61%
46,769
+5,002
SHOP icon
31
Shopify
SHOP
$211B
$14.2M 0.61%
122,837
-693
SPYV icon
32
SPDR Portfolio S&P 500 Value ETF
SPYV
$29.1B
$13.2M 0.56%
251,319
-2,366
VBR icon
33
Vanguard Small-Cap Value ETF
VBR
$31.5B
$13.1M 0.56%
67,089
+8,972
IJH icon
34
iShares Core S&P Mid-Cap ETF
IJH
$101B
$13M 0.55%
209,359
+7,651
HD icon
35
Home Depot
HD
$389B
$13M 0.55%
35,400
+901
AMD icon
36
Advanced Micro Devices
AMD
$386B
$12.7M 0.54%
89,832
-2,782
SCHF icon
37
Schwab International Equity ETF
SCHF
$52.4B
$12.3M 0.53%
558,332
-4,651
DGRO icon
38
iShares Core Dividend Growth ETF
DGRO
$35.7B
$12.1M 0.52%
188,978
+1,582
CRWV
39
CoreWeave Inc
CRWV
$61.9B
$11.7M 0.5%
+72,018
BUFR icon
40
FT Vest Fund of Buffer ETFs
BUFR
$7.58B
$11.7M 0.5%
367,042
-3,427
SCHB icon
41
Schwab US Broad Market ETF
SCHB
$37.6B
$11.5M 0.49%
483,046
-33,167
SYBT icon
42
Stock Yards Bancorp
SYBT
$2B
$11.4M 0.49%
144,554
+500
CVX icon
43
Chevron
CVX
$310B
$11.2M 0.48%
78,344
+1,389
HEFA icon
44
iShares Currency Hedged MSCI EAFE ETF
HEFA
$6.68B
$10.7M 0.46%
281,103
-38,368
GOVT icon
45
iShares US Treasury Bond ETF
GOVT
$28.5B
$10.6M 0.45%
461,706
+27,147
PLTR icon
46
Palantir
PLTR
$431B
$10.6M 0.45%
77,423
+54,510
ORCL icon
47
Oracle
ORCL
$784B
$10.4M 0.44%
47,562
-82
RDDT icon
48
Reddit
RDDT
$38.5B
$9.66M 0.41%
64,181
-4,935
NFLX icon
49
Netflix
NFLX
$527B
$9.51M 0.41%
7,103
+165
DIA icon
50
SPDR Dow Jones Industrial Average ETF Trust
DIA
$40B
$9.39M 0.4%
21,302
-553
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