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
MDYV icon
476
SPDR S&P 400 Mid Cap Value ETF
MDYV
$2.47B
$443K 0.02%
5,579
-148
BTC
477
Grayscale Bitcoin Mini Trust ETF
BTC
$4.84B
$440K 0.02%
9,211
+3,629
GRMN icon
478
Garmin
GRMN
$48.2B
$439K 0.02%
2,103
+593
ITA icon
479
iShares US Aerospace & Defense ETF
ITA
$11.9B
$438K 0.02%
2,324
+100
LNG icon
480
Cheniere Energy
LNG
$48.2B
$438K 0.02%
1,798
+123
ENB icon
481
Enbridge
ENB
$102B
$437K 0.02%
9,645
+79
FXU icon
482
First Trust Utilities AlphaDEX Fund
FXU
$1.8B
$437K 0.02%
10,312
-100
MSCI icon
483
MSCI
MSCI
$42.3B
$434K 0.02%
752
-10
EZU icon
484
iShare MSCI Eurozone ETF
EZU
$8.04B
$432K 0.02%
7,274
-1,451
IVOV icon
485
Vanguard S&P Mid-Cap 400 Value ETF
IVOV
$1.08B
$432K 0.02%
4,521
+56
IUSV icon
486
iShares Core S&P US Value ETF
IUSV
$22.9B
$430K 0.02%
4,546
-1,382
PODD icon
487
Insulet
PODD
$22.7B
$428K 0.02%
1,362
+178
BK icon
488
Bank of New York Mellon
BK
$75.5B
$428K 0.02%
4,695
+1,155
NUE icon
489
Nucor
NUE
$32.1B
$425K 0.02%
3,284
+152
GWW icon
490
W.W. Grainger
GWW
$46.5B
$423K 0.02%
407
-25
IBDR icon
491
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
$3.37B
$421K 0.02%
+17,368
IBIT icon
492
iShares Bitcoin Trust
IBIT
$84.8B
$419K 0.02%
6,840
+1,731
ARM icon
493
Arm
ARM
$182B
$416K 0.02%
2,570
+54
EOSE icon
494
Eos Energy Enterprises
EOSE
$4.51B
$410K 0.02%
80,150
-22,250
SHW icon
495
Sherwin-Williams
SHW
$83.4B
$407K 0.02%
1,186
+7
CEG icon
496
Constellation Energy
CEG
$122B
$407K 0.02%
1,261
-76
BX icon
497
Blackstone
BX
$121B
$406K 0.02%
2,713
-21
FXR icon
498
First Trust Industrials/Producer Durables AlphaDEX Fund
FXR
$1.89B
$404K 0.02%
5,441
-48
DFNM icon
499
Dimensional National Municipal Bond ETF
DFNM
$1.68B
$403K 0.02%
+8,493
EPD icon
500
Enterprise Products Partners
EPD
$67B
$403K 0.02%
12,990
-1,002
18 19
20
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