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
526
$354K 0.02%
1,550
-60
527
$351K 0.02%
1,302
-91
528
$350K 0.01%
5,104
529
$344K 0.01%
6,138
+40
530
$342K 0.01%
3,404
-771
531
$341K 0.01%
7,536
-785
532
$341K 0.01%
+6,832
533
$339K 0.01%
3,528
-52
534
$337K 0.01%
5,679
+35
535
$337K 0.01%
4,246
536
$336K 0.01%
30,589
+1,521
537
$334K 0.01%
2,119
-51
538
$332K 0.01%
6,745
-685
539
$332K 0.01%
10,824
+555
540
$329K 0.01%
+12,954
541
$329K 0.01%
11,227
-2,574
542
$326K 0.01%
3,275
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543
$323K 0.01%
3,837
-132
544
$321K 0.01%
11,290
+2,623
545
$318K 0.01%
12,170
+3,142
546
$317K 0.01%
2,920
-94
547
$315K 0.01%
707
+87
548
$315K 0.01%
+6,791
549
$314K 0.01%
+6,426
550
$314K 0.01%
29,030
+9,770
20 21
22
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