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
601
$243K 0.01%
+11,080
602
$242K 0.01%
+11,424
603
$241K 0.01%
3,843
-728
604
$241K 0.01%
+12,000
605
$241K 0.01%
+2,279
606
$239K 0.01%
5,400
607
$237K 0.01%
4,486
+28
608
$237K 0.01%
1,071
-37
609
$236K 0.01%
+1,024
610
$235K 0.01%
+967
611
$235K 0.01%
1,899
+1
612
$234K 0.01%
5,265
613
$232K 0.01%
+6,712
614
$232K 0.01%
2,156
+40
615
$231K 0.01%
+5,843
616
$231K 0.01%
13,656
-13,934
617
$230K 0.01%
+5,402
618
$228K 0.01%
4,074
619
$228K 0.01%
2,170
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620
$227K 0.01%
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621
$225K 0.01%
3,194
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622
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+8,910
623
$224K 0.01%
2,022
624
$222K 0.01%
+4,100
625
$222K 0.01%
+5,201
23 24
25
26 27