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
651
$155K 0.01%
19,126
+8,966
652
$137K 0.01%
14,000
653
$133K 0.01%
+11,955
654
$114K ﹤0.01%
+12,817
655
$107K ﹤0.01%
27,316
-1,500
656
$104K ﹤0.01%
14,470
+585
657
$103K ﹤0.01%
+25,535
658
$100K ﹤0.01%
+10,108
659
$97.9K ﹤0.01%
40,285
+15,400
660
$94.7K ﹤0.01%
16,264
+2,200
661
$85.5K ﹤0.01%
+14,291
662
$73.9K ﹤0.01%
10,851
663
$68.4K ﹤0.01%
22,049
+2,500
664
$49.3K ﹤0.01%
52,455
665
$44.6K ﹤0.01%
11,200
666
$34.4K ﹤0.01%
11,000
667
$22.7K ﹤0.01%
10,000
668
$20.9K ﹤0.01%
10,000
669
$16.8K ﹤0.01%
+50,000
670
$10.1K ﹤0.01%
1,500
671
– –
-11,610
672
– –
-11,900
673
– –
-6,254
674
– –
-2,269
675
– –
-1,466
24 25 26
27
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