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
626
$222K 0.01%
8,728
-484
627
$221K 0.01%
5,258
-3,915
628
$220K 0.01%
1,390
-19
629
$219K 0.01%
2,412
630
$217K 0.01%
+7,072
631
$216K 0.01%
3,965
-466
632
$215K 0.01%
+7,474
633
$214K 0.01%
+2,683
634
$213K 0.01%
8,730
-605
635
$212K 0.01%
+1,853
636
$211K 0.01%
1,354
-105
637
$209K 0.01%
2,822
-27
638
$209K 0.01%
+4,262
639
$206K 0.01%
+3,959
640
$205K 0.01%
2,091
-78
641
$205K 0.01%
+2,748
642
$203K 0.01%
2,286
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643
$203K 0.01%
+2,051
644
$201K 0.01%
+1,502
645
$201K 0.01%
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646
$201K 0.01%
+4,917
647
$198K 0.01%
15,162
-338
648
$192K 0.01%
23,888
+2,717
649
$170K 0.01%
87,115
+4,780
650
$168K 0.01%
+13,450
24 25
26
27 28