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
26
$15.2M 0.65%
51,674
-2,394
27
$14.5M 0.62%
147,792
-12,282
28
$14.4M 0.61%
47,215
-1,465
29
$14.2M 0.61%
76,766
-1,053
30
$14.2M 0.61%
46,769
+5,002
31
$14.2M 0.61%
122,837
-693
32
$13.2M 0.56%
251,319
-2,366
33
$13.1M 0.56%
67,089
+8,972
34
$13M 0.55%
209,359
+7,651
35
$13M 0.55%
35,400
+901
36
$12.7M 0.54%
89,832
-2,782
37
$12.3M 0.53%
558,332
-4,651
38
$12.1M 0.52%
188,978
+1,582
39
$11.7M 0.5%
+72,018
40
$11.7M 0.5%
367,042
-3,427
41
$11.5M 0.49%
483,046
-33,167
42
$11.4M 0.49%
144,554
+500
43
$11.2M 0.48%
78,344
+1,389
44
$10.7M 0.46%
281,103
-38,368
45
$10.6M 0.45%
461,706
+27,147
46
$10.6M 0.45%
77,423
+54,510
47
$10.4M 0.44%
47,562
-82
48
$9.66M 0.41%
64,181
-4,935
49
$9.51M 0.41%
71,030
+1,650
50
$9.39M 0.4%
21,302
-553
1
2
3 4 5