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
551
$314K 0.01%
5,443
-137
552
$311K 0.01%
2,527
-2,169
553
$311K 0.01%
57,762
+846
554
$309K 0.01%
5,475
+4
555
$309K 0.01%
1,285
-62
556
$308K 0.01%
3,856
-1,146
557
$307K 0.01%
89,431
+569
558
$304K 0.01%
1,869
-129
559
$299K 0.01%
2,488
-5
560
$298K 0.01%
665
-35
561
$296K 0.01%
+3,305
562
$296K 0.01%
11,180
-495
563
$295K 0.01%
2,984
-44
564
$293K 0.01%
4,808
565
$292K 0.01%
21,507
566
$292K 0.01%
1,127
+1
567
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13,714
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568
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1,687
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569
$287K 0.01%
9,628
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570
$284K 0.01%
3,000
571
$279K 0.01%
5,689
+1,150
572
$276K 0.01%
1,636
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573
$275K 0.01%
7,258
-800
574
$274K 0.01%
523
-399
575
$273K 0.01%
+3,382
21 22
23
24 25