MWM

Meridian Wealth Management Portfolio holdings

AUM $2.61B
1-Year Est. Return 29.73%
This Quarter Est. Return
1 Year Est. Return
+29.73%
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
WDFC icon
526
WD-40
WDFC
$2.78B
$354K 0.02%
1,550
-60
FDN icon
527
First Trust Dow Jones Internet Index Fund ETF
FDN
$6.24B
$351K 0.02%
1,302
-91
IYT icon
528
iShares US Transportation ETF
IYT
$878M
$350K 0.01%
5,104
BALL icon
529
Ball Corp
BALL
$14.8B
$344K 0.01%
6,138
+40
TGT icon
530
Target
TGT
$49.5B
$342K 0.01%
3,404
-771
IYE icon
531
iShares US Energy ETF
IYE
$1.22B
$341K 0.01%
7,536
-785
HIMS icon
532
Hims & Hers Health
HIMS
$6.94B
$341K 0.01%
+6,832
CHD icon
533
Church & Dwight Co
CHD
$22.1B
$339K 0.01%
3,528
-52
KRE icon
534
State Street SPDR S&P Regional Banking ETF
KRE
$4.25B
$337K 0.01%
5,679
+35
CP icon
535
Canadian Pacific Kansas City
CP
$63.2B
$337K 0.01%
4,246
CHY
536
Calamos Convertible and High Income Fund
CHY
$923M
$336K 0.01%
30,589
+1,521
IQV icon
537
IQVIA
IQV
$39.8B
$334K 0.01%
2,119
-51
LMBS icon
538
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
$5.75B
$332K 0.01%
6,745
-685
PFF icon
539
iShares Preferred and Income Securities ETF
PFF
$14.2B
$332K 0.01%
10,824
+555
IBMQ icon
540
iShares iBonds Dec 2028 Term Muni Bond ETF
IBMQ
$597M
$329K 0.01%
+12,954
ANGL icon
541
VanEck Fallen Angel High Yield Bond ETF
ANGL
$3.13B
$329K 0.01%
11,227
-2,574
BILS icon
542
State Street SPDR Bloomberg 3-12 Month T-Bill ETF
BILS
$3.89B
$326K 0.01%
3,275
+904
IWX icon
543
iShares Russell Top 200 Value ETF
IWX
$3.75B
$323K 0.01%
3,837
-132
CZR icon
544
Caesars Entertainment
CZR
$4.66B
$321K 0.01%
11,290
+2,623
ARLP icon
545
Alliance Resource Partners
ARLP
$3.15B
$318K 0.01%
12,170
+3,142
XLC icon
546
State Street Communication Services Select Sector SPDR ETF
XLC
$26B
$317K 0.01%
2,920
-94
VRTX icon
547
Vertex Pharmaceuticals
VRTX
$112B
$315K 0.01%
707
+87
VMBS icon
548
Vanguard Mortgage-Backed Securities ETF
VMBS
$14.9B
$315K 0.01%
+6,791
AMLP icon
549
Alerian MLP ETF
AMLP
$10.9B
$314K 0.01%
+6,426
SONO icon
550
Sonos
SONO
$1.84B
$314K 0.01%
29,030
+9,770
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