MWM

Meridian Wealth Management Portfolio holdings

AUM $2.34B
1-Year Est. Return 23.51%
This Quarter Est. Return
1 Year Est. Return
+23.51%
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
INTC icon
576
Intel
INTC
$181B
$273K 0.01%
11,983
+526
BUFT icon
577
FT Vest Buffered Allocation Defensive ETF
BUFT
$128M
$271K 0.01%
11,507
SJNK icon
578
SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
$4.91B
$271K 0.01%
10,626
-1,180
RSG icon
579
Republic Services
RSG
$68.7B
$270K 0.01%
1,093
+52
VTWO icon
580
Vanguard Russell 2000 ETF
VTWO
$13B
$266K 0.01%
3,044
-369
QYLD icon
581
Global X NASDAQ-100 Covered Call ETF
QYLD
$8.35B
$265K 0.01%
15,832
-1,140
SMCI icon
582
Super Micro Computer
SMCI
$32.6B
$263K 0.01%
5,373
-2,403
DSEP icon
583
FT Vest US Equity Deep Buffer ETF September
DSEP
$273M
$262K 0.01%
6,190
ICVT icon
584
iShares Convertible Bond ETF
ICVT
$3.02B
$262K 0.01%
2,910
-24
TPL icon
585
Texas Pacific Land
TPL
$21.5B
$261K 0.01%
247
-202
FENY icon
586
Fidelity MSCI Energy Index ETF
FENY
$1.39B
$258K 0.01%
10,993
-52
DAUG icon
587
FT Vest US Equity Deep Buffer ETF August
DAUG
$360M
$257K 0.01%
6,160
MMC icon
588
Marsh & McLennan
MMC
$93B
$256K 0.01%
1,172
+269
QQQH
589
NEOS Nasdaq-100 Hedged Equity Income ETF
QQQH
$346M
$256K 0.01%
+4,883
HAL icon
590
Halliburton
HAL
$21.5B
$253K 0.01%
12,399
+895
TRV icon
591
Travelers Companies
TRV
$59.2B
$252K 0.01%
942
+81
FNDC icon
592
Schwab Fundamental International Small Company Index ETF
FNDC
$2.98B
$250K 0.01%
5,946
PRU icon
593
Prudential Financial
PRU
$35.7B
$249K 0.01%
2,319
-50
GSK icon
594
GSK
GSK
$88.3B
$249K 0.01%
6,476
+305
IGLB icon
595
iShares 10+ Year Investment Grade Corporate Bond ETF
IGLB
$2.63B
$248K 0.01%
4,945
+66
HYGH icon
596
iShares Interest Rate Hedged High Yield Bond ETF
HYGH
$438M
$248K 0.01%
2,869
+314
SPOT icon
597
Spotify
SPOT
$139B
$248K 0.01%
323
-112
LCTU icon
598
BlackRock US Carbon Transition Readiness ETF
LCTU
$1.39B
$247K 0.01%
3,676
+21
TT icon
599
Trane Technologies
TT
$93.1B
$246K 0.01%
563
-68
KTOS icon
600
Kratos Defense & Security Solutions
KTOS
$15.3B
$244K 0.01%
+5,250
22 23
24
25 26