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
PEY icon
501
Invesco High Yield Equity Dividend Achievers ETF
PEY
$1.1B
$402K 0.02%
19,718
-1,883
DKNG icon
502
DraftKings
DKNG
$17.2B
$400K 0.02%
9,337
-115,650
NGG icon
503
National Grid
NGG
$76.1B
$396K 0.02%
5,318
-169
BSMU icon
504
Invesco BulletShares 2030 Municipal Bond ETF
BSMU
$178M
$394K 0.02%
18,326
+5,893
CFLT icon
505
Confluent
CFLT
$7.88B
$394K 0.02%
+15,786
HDV icon
506
iShares Core High Dividend ETF
HDV
$11.7B
$391K 0.02%
3,339
-35
RMD icon
507
ResMed
RMD
$39.1B
$391K 0.02%
1,516
+163
EFV icon
508
iShares MSCI EAFE Value ETF
EFV
$27.5B
$391K 0.02%
6,160
+17
PKG icon
509
Packaging Corp of America
PKG
$19.2B
$390K 0.02%
2,067
CMF icon
510
iShares California Muni Bond ETF
CMF
$3.42B
$386K 0.02%
6,920
+825
PCAR icon
511
PACCAR
PCAR
$52.4B
$385K 0.02%
4,052
-146
IUSB icon
512
iShares Core Total USD Bond Market ETF
IUSB
$33.6B
$384K 0.02%
8,306
-319
CHDN icon
513
Churchill Downs
CHDN
$6.77B
$381K 0.02%
3,775
+298
CSX icon
514
CSX Corp
CSX
$66.5B
$378K 0.02%
11,589
-111
TXRH icon
515
Texas Roadhouse
TXRH
$11.8B
$377K 0.02%
2,010
+268
NEM icon
516
Newmont
NEM
$97.7B
$375K 0.02%
6,440
-5,498
GDXJ icon
517
VanEck Junior Gold Miners ETF
GDXJ
$8.03B
$372K 0.02%
5,510
STWD icon
518
Starwood Property Trust
STWD
$6.85B
$371K 0.02%
18,491
+250
QDF icon
519
FlexShares Quality Dividend Index Fund
QDF
$1.99B
$371K 0.02%
5,067
MNST icon
520
Monster Beverage
MNST
$68.2B
$369K 0.02%
5,888
-37
GM icon
521
General Motors
GM
$63.6B
$368K 0.02%
7,600
-550
DBMF icon
522
iMGP DBi Managed Futures Strategy ETF
DBMF
$1.53B
$367K 0.02%
14,258
-6,626
EW icon
523
Edwards Lifesciences
EW
$44.6B
$361K 0.02%
4,616
+15
VIOG icon
524
Vanguard S&P Small-Cap 600 Growth ETF
VIOG
$878M
$360K 0.02%
+3,143
FOCT icon
525
FT Vest US Equity Buffer ETF October
FOCT
$994M
$357K 0.02%
7,983
19 20
21
22 23