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
576
$273K 0.01%
11,983
+526
577
$271K 0.01%
11,507
578
$271K 0.01%
10,626
-1,180
579
$270K 0.01%
1,093
+52
580
$266K 0.01%
3,044
-369
581
$265K 0.01%
15,832
-1,140
582
$263K 0.01%
5,373
-2,403
583
$262K 0.01%
6,190
584
$262K 0.01%
2,910
-24
585
$261K 0.01%
741
-606
586
$258K 0.01%
10,993
-52
587
$257K 0.01%
6,160
588
$256K 0.01%
1,172
+269
589
$256K 0.01%
+4,883
590
$253K 0.01%
12,399
+895
591
$252K 0.01%
942
+81
592
$250K 0.01%
5,946
593
$249K 0.01%
2,319
-50
594
$249K 0.01%
6,476
+305
595
$248K 0.01%
4,945
+66
596
$248K 0.01%
2,869
+314
597
$248K 0.01%
323
-112
598
$247K 0.01%
3,676
+21
599
$246K 0.01%
563
-68
600
$244K 0.01%
+5,250
22 23
24
25 26