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
51
$9.24M 0.39%
372,585
+9,404
52
$9.21M 0.39%
83,397
+4,686
53
$9.2M 0.39%
25,918
+316
54
$8.91M 0.38%
55,948
-4,807
55
$8.75M 0.37%
158,839
-68,828
56
$8.62M 0.37%
59,057
-1,699
57
$8.4M 0.36%
100,585
+53,123
58
$8.38M 0.36%
36,412
+993
59
$8.16M 0.35%
16,013
+2,613
60
$7.96M 0.34%
38,735
+12,110
61
$7.96M 0.34%
8,889
-244
62
$7.94M 0.34%
33,245
-258
63
$7.89M 0.34%
149,454
+2,017
64
$7.87M 0.34%
10,098
+325
65
$7.72M 0.33%
+99,684
66
$7.67M 0.33%
105,504
+5,313
67
$7.54M 0.32%
110,849
+5,275
68
$7.44M 0.32%
146,845
+16,688
69
$7.42M 0.32%
56,186
+895
70
$7.4M 0.32%
13,172
+665
71
$7.21M 0.31%
64,220
72
$7.18M 0.31%
14,111
-320
73
$7.16M 0.31%
165,696
+16,444
74
$7.09M 0.3%
136,155
-32,589
75
$6.87M 0.29%
244,765
-5,644
1 2
3
4 5