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
476
$443K 0.02%
5,579
-148
477
$440K 0.02%
9,211
+3,629
478
$439K 0.02%
2,103
+593
479
$438K 0.02%
2,324
+100
480
$438K 0.02%
1,798
+123
481
$437K 0.02%
9,645
+79
482
$437K 0.02%
10,312
-100
483
$434K 0.02%
752
-10
484
$432K 0.02%
7,274
-1,451
485
$432K 0.02%
4,521
+56
486
$430K 0.02%
4,546
-1,382
487
$428K 0.02%
1,362
+178
488
$428K 0.02%
4,695
+1,155
489
$425K 0.02%
3,284
+152
490
$423K 0.02%
407
-25
491
$421K 0.02%
+17,368
492
$419K 0.02%
6,840
+1,731
493
$416K 0.02%
2,570
+54
494
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80,150
-22,250
495
$407K 0.02%
1,186
+7
496
$407K 0.02%
1,261
-76
497
$406K 0.02%
2,713
-21
498
$404K 0.02%
5,441
-48
499
$403K 0.02%
+8,493
500
$403K 0.02%
12,990
-1,002
18 19
20
21 22