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
501
$402K 0.02%
19,718
-1,883
502
$400K 0.02%
9,337
-115,650
503
$396K 0.02%
5,394
-172
504
$394K 0.02%
18,326
+5,893
505
$394K 0.02%
+15,786
506
$391K 0.02%
3,339
-35
507
$391K 0.02%
1,516
+163
508
$391K 0.02%
6,160
+17
509
$390K 0.02%
2,067
510
$386K 0.02%
6,920
+825
511
$385K 0.02%
4,052
-146
512
$384K 0.02%
8,306
-319
513
$381K 0.02%
3,775
+298
514
$378K 0.02%
11,589
-111
515
$377K 0.02%
2,010
+268
516
$375K 0.02%
6,440
-5,498
517
$372K 0.02%
5,510
518
$371K 0.02%
18,491
+250
519
$371K 0.02%
5,067
520
$369K 0.02%
5,888
-37
521
$368K 0.02%
7,600
-550
522
$367K 0.02%
14,258
-6,626
523
$361K 0.02%
4,616
+15
524
$360K 0.02%
+3,143
525
$357K 0.02%
7,983
19 20
21
22 23