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
GLXY
601
Galaxy Digital Inc
GLXY
$7.39B
$243K 0.01%
+11,080
SCHH icon
602
Schwab US REIT ETF
SCHH
$8.43B
$242K 0.01%
+11,424
WMB icon
603
Williams Companies
WMB
$77B
$241K 0.01%
3,843
-728
FUMB icon
604
First Trust Ultra Short Duration Municipal ETF
FUMB
$223M
$241K 0.01%
+12,000
JCI icon
605
Johnson Controls International
JCI
$72.4B
$241K 0.01%
+2,279
IGE icon
606
iShares North American Natural Resources ETF
IGE
$602M
$239K 0.01%
5,400
BINC icon
607
BlackRock Flexible Income ETF
BINC
$12.6B
$237K 0.01%
4,486
+28
AMT icon
608
American Tower
AMT
$90.4B
$237K 0.01%
1,071
-37
STRL icon
609
Sterling Infrastructure
STRL
$11.3B
$236K 0.01%
+1,024
TTWO icon
610
Take-Two Interactive
TTWO
$48B
$235K 0.01%
+967
IJJ icon
611
iShares S&P Mid-Cap 400 Value ETF
IJJ
$8.02B
$235K 0.01%
1,899
+1
DJUL icon
612
FT Vest US Equity Deep Buffer ETF July
DJUL
$408M
$234K 0.01%
5,265
DFAI icon
613
Dimensional International Core Equity Market ETF
DFAI
$11.7B
$232K 0.01%
+6,712
BSX icon
614
Boston Scientific
BSX
$148B
$232K 0.01%
2,156
+40
SMR icon
615
NuScale Power
SMR
$5.14B
$231K 0.01%
+5,843
MLN icon
616
VanEck Long Muni ETF
MLN
$604M
$231K 0.01%
13,656
-13,934
CHWY icon
617
Chewy
CHWY
$15.3B
$230K 0.01%
+5,402
FXO icon
618
First Trust Financials AlphaDEX Fund
FXO
$2.17B
$228K 0.01%
4,074
PLD icon
619
Prologis
PLD
$118B
$228K 0.01%
2,170
+34
CLH icon
620
Clean Harbors
CLH
$13.1B
$227K 0.01%
+981
IYK icon
621
iShares US Consumer Staples ETF
IYK
$1.31B
$225K 0.01%
3,194
+67
IBMR icon
622
iShares iBonds Dec 2029 Term Muni Bond ETF
IBMR
$295M
$225K 0.01%
+8,910
PSL icon
623
Invesco Dorsey Wright Consumer Staples Momentum ETF
PSL
$95.5M
$224K 0.01%
2,022
GNR icon
624
SPDR S&P Global Natural Resources ETF
GNR
$3.3B
$222K 0.01%
+4,100
SPEM icon
625
SPDR Portfolio Emerging Markets ETF
SPEM
$14.5B
$222K 0.01%
+5,201
23 24
25
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