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
O icon
551
Realty Income
O
$56.6B
$314K 0.01%
5,443
-137
MU icon
552
Micron Technology
MU
$411B
$311K 0.01%
2,527
-2,169
JQC icon
553
Nuveen Credit Strategies Income Fund
JQC
$755M
$311K 0.01%
57,762
+846
IYH icon
554
iShares US Healthcare ETF
IYH
$3.55B
$309K 0.01%
5,475
+4
MTUM icon
555
iShares MSCI USA Momentum Factor ETF
MTUM
$20.9B
$309K 0.01%
1,285
-62
SLYV icon
556
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
$4.33B
$308K 0.01%
3,856
-1,146
NIO icon
557
NIO
NIO
$11.5B
$307K 0.01%
89,431
+569
STZ icon
558
Constellation Brands
STZ
$28.4B
$304K 0.01%
1,869
-129
CLX icon
559
Clorox
CLX
$13.4B
$299K 0.01%
2,488
-5
FDS icon
560
Factset
FDS
$10.3B
$298K 0.01%
665
-35
RBRK icon
561
Rubrik
RBRK
$13B
$296K 0.01%
+3,305
DOW icon
562
Dow Inc
DOW
$18.9B
$296K 0.01%
11,180
-495
OTIS icon
563
Otis Worldwide
OTIS
$34.3B
$295K 0.01%
2,984
-44
ACWX icon
564
iShares MSCI ACWI ex US ETF
ACWX
$8.39B
$293K 0.01%
4,808
CVE icon
565
Cenovus Energy
CVE
$33.4B
$292K 0.01%
21,507
EFX icon
566
Equifax
EFX
$25.5B
$292K 0.01%
1,127
+1
IBDW icon
567
iShares iBonds Dec 2031 Term Corporate ETF
IBDW
$2.14B
$289K 0.01%
13,714
+2,301
VOX icon
568
Vanguard Communication Services ETF
VOX
$6.12B
$289K 0.01%
1,687
+212
SCHK icon
569
Schwab 1000 Index ETF
SCHK
$4.86B
$287K 0.01%
9,628
+8
ESQ icon
570
Esquire Financial Holdings
ESQ
$901M
$284K 0.01%
3,000
CPRT icon
571
Copart
CPRT
$39.4B
$279K 0.01%
5,689
+1,150
FAS icon
572
Direxion Daily Financial Bull 3x Shares
FAS
$2.22B
$276K 0.01%
1,636
-75
VVV icon
573
Valvoline
VVV
$3.98B
$275K 0.01%
7,258
-800
REGN icon
574
Regeneron Pharmaceuticals
REGN
$77.1B
$274K 0.01%
523
-399
EL icon
575
Estee Lauder
EL
$41.2B
$273K 0.01%
+3,382
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