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
SCHJ icon
51
Schwab 1-5 Year Corporate Bond ETF
SCHJ
$600M
$9.24M 0.39%
372,585
+9,404
SHV icon
52
iShares Short Treasury Bond ETF
SHV
$20.7B
$9.21M 0.39%
83,397
+4,686
V icon
53
Visa
V
$674B
$9.2M 0.39%
25,918
+316
PG icon
54
Procter & Gamble
PG
$355B
$8.91M 0.38%
55,948
-4,807
COWZ icon
55
Pacer US Cash Cows 100 ETF
COWZ
$19.4B
$8.75M 0.37%
158,839
-68,828
RTX icon
56
RTX Corp
RTX
$232B
$8.62M 0.37%
59,057
-1,699
IEFA icon
57
iShares Core MSCI EAFE ETF
IEFA
$157B
$8.4M 0.36%
100,585
+53,123
UNP icon
58
Union Pacific
UNP
$134B
$8.38M 0.36%
36,412
+993
CRWD icon
59
CrowdStrike
CRWD
$126B
$8.16M 0.35%
16,013
+2,613
NOW icon
60
ServiceNow
NOW
$195B
$7.96M 0.34%
7,747
+2,422
KLAC icon
61
KLA
KLAC
$151B
$7.96M 0.34%
8,889
-244
SOXX icon
62
iShares Semiconductor ETF
SOXX
$15.9B
$7.94M 0.34%
33,245
-258
IGSB icon
63
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$21.4B
$7.89M 0.34%
149,454
+2,017
LLY icon
64
Eli Lilly
LLY
$717B
$7.87M 0.34%
10,098
+325
MRVL icon
65
Marvell Technology
MRVL
$72.6B
$7.72M 0.33%
+99,684
SPLG icon
66
SPDR Portfolio S&P 500 ETF
SPLG
$89.2B
$7.67M 0.33%
105,504
+5,313
XSMO icon
67
Invesco S&P SmallCap Momentum ETF
XSMO
$1.95B
$7.54M 0.32%
110,849
+5,275
TFLO icon
68
iShares Treasury Floating Rate Bond ETF
TFLO
$6.6B
$7.44M 0.32%
146,845
+16,688
PEP icon
69
PepsiCo
PEP
$209B
$7.42M 0.32%
56,186
+895
MA icon
70
Mastercard
MA
$517B
$7.4M 0.32%
13,172
+665
IGM icon
71
iShares Expanded Tech Sector ETF
IGM
$9.67B
$7.21M 0.31%
64,220
DE icon
72
Deere & Co
DE
$124B
$7.18M 0.31%
14,111
-320
IQLT icon
73
iShares MSCI Intl Quality Factor ETF
IQLT
$13.3B
$7.16M 0.31%
165,696
+16,444
GDX icon
74
VanEck Gold Miners ETF
GDX
$21.1B
$7.09M 0.3%
136,155
-32,589
SCHM icon
75
Schwab US Mid-Cap ETF
SCHM
$13.6B
$6.87M 0.29%
244,765
-5,644
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3
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