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
BIL icon
76
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$42.1B
$6.69M 0.29%
72,887
+216
PANW icon
77
Palo Alto Networks
PANW
$145B
$6.67M 0.28%
32,588
+854
JNJ icon
78
Johnson & Johnson
JNJ
$462B
$6.66M 0.28%
43,575
+176
VIG icon
79
Vanguard Dividend Appreciation ETF
VIG
$98.5B
$6.5M 0.28%
31,769
-1,638
VCIT icon
80
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$58.2B
$6.48M 0.28%
78,200
-4,589
CRM icon
81
Salesforce
CRM
$251B
$6.47M 0.28%
23,739
+527
SCHD icon
82
Schwab US Dividend Equity ETF
SCHD
$70.8B
$6.4M 0.27%
241,665
-28,885
UNH icon
83
UnitedHealth
UNH
$331B
$6.3M 0.27%
20,184
-9,501
SLV icon
84
iShares Silver Trust
SLV
$23.6B
$6.3M 0.27%
191,899
-691
SCHA icon
85
Schwab U.S Small- Cap ETF
SCHA
$20.7B
$6.28M 0.27%
248,163
-29,628
IJR icon
86
iShares Core S&P Small-Cap ETF
IJR
$86.4B
$6.23M 0.27%
57,040
-1,401
TSM icon
87
TSMC
TSM
$1.53T
$6.12M 0.26%
27,033
+1,617
SPYG icon
88
SPDR Portfolio S&P 500 Growth ETF
SPYG
$42.6B
$6.09M 0.26%
63,937
-1,697
GE icon
89
GE Aerospace
GE
$325B
$6.02M 0.26%
23,373
+3,303
CIBR icon
90
First Trust NASDAQ Cybersecurity ETF
CIBR
$11.2B
$6.01M 0.26%
79,508
+10,200
MAIN icon
91
Main Street Capital
MAIN
$5.18B
$5.92M 0.25%
100,088
-2,602
VOT icon
92
Vanguard Mid-Cap Growth ETF
VOT
$18B
$5.9M 0.25%
20,764
-1,836
ARES icon
93
Ares Management
ARES
$32.9B
$5.88M 0.25%
33,948
+355
VCSH icon
94
Vanguard Short-Term Corporate Bond ETF
VCSH
$39.5B
$5.81M 0.25%
73,087
+3,042
PWB icon
95
Invesco Large Cap Growth ETF
PWB
$1.35B
$5.8M 0.25%
49,400
-1,663
XMHQ icon
96
Invesco S&P MidCap Quality ETF
XMHQ
$5.48B
$5.7M 0.24%
58,002
+4,207
MRK icon
97
Merck
MRK
$219B
$5.64M 0.24%
71,274
+881
VRP icon
98
Invesco Variable Rate Preferred ETF
VRP
$2.23B
$5.53M 0.24%
226,054
-14,916
TRI icon
99
Thomson Reuters
TRI
$72.6B
$5.28M 0.23%
26,246
-191
SO icon
100
Southern Company
SO
$107B
$5.26M 0.22%
57,264
+56
2 3
4
5 6