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
CTRA icon
626
Coterra Energy
CTRA
$17.9B
$222K 0.01%
8,728
-484
OXY icon
627
Occidental Petroleum
OXY
$40.3B
$221K 0.01%
5,258
-3,915
SPG icon
628
Simon Property Group
SPG
$58.3B
$220K 0.01%
1,390
-19
FTCS icon
629
First Trust Capital Strength ETF
FTCS
$8.49B
$219K 0.01%
2,412
SWAN icon
630
Amplify BlackSwan Growth & Treasure Core ETF
SWAN
$271M
$217K 0.01%
+7,072
SPMD icon
631
SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$14.6B
$216K 0.01%
3,965
-466
DRSK icon
632
Aptus Defined Risk ETF
DRSK
$1.4B
$215K 0.01%
+7,474
UAL icon
633
United Airlines
UAL
$32.8B
$214K 0.01%
+2,683
SCHO icon
634
Schwab Short-Term US Treasury ETF
SCHO
$11.3B
$213K 0.01%
8,730
-605
DG icon
635
Dollar General
DG
$23.4B
$212K 0.01%
+1,853
ZTS icon
636
Zoetis
ZTS
$64.3B
$211K 0.01%
1,354
-105
GEHC icon
637
GE HealthCare
GEHC
$34.5B
$209K 0.01%
2,822
-27
DDM icon
638
ProShares Ultra Dow30
DDM
$449M
$209K 0.01%
+2,131
FDVV icon
639
Fidelity High Dividend ETF
FDVV
$6.97B
$206K 0.01%
+3,959
SJM icon
640
J.M. Smucker
SJM
$11.2B
$205K 0.01%
2,091
-78
CTVA icon
641
Corteva
CTVA
$42.1B
$205K 0.01%
+2,748
SLYG icon
642
SPDR S&P 600 Small Cap Growth ETF
SLYG
$3.62B
$203K 0.01%
2,286
-189
APH icon
643
Amphenol
APH
$152B
$203K 0.01%
+2,051
TMDX icon
644
Transmedics
TMDX
$4.09B
$201K 0.01%
+1,502
WAL icon
645
Western Alliance Bancorporation
WAL
$8.42B
$201K 0.01%
+2,579
RSPT icon
646
Invesco S&P 500 Equal Weight Technology ETF
RSPT
$4.36B
$201K 0.01%
+4,917
PDBC icon
647
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
$4.4B
$198K 0.01%
15,162
-338
IEP icon
648
Icahn Enterprises
IEP
$4.75B
$192K 0.01%
23,888
+2,717
NUVB icon
649
Nuvation Bio
NUVB
$1.44B
$170K 0.01%
87,115
+4,780
LQDA icon
650
Liquidia Corp
LQDA
$2.03B
$168K 0.01%
+13,450
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