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
76
$6.69M 0.29%
72,887
+216
77
$6.67M 0.28%
32,588
+854
78
$6.66M 0.28%
43,575
+176
79
$6.5M 0.28%
31,769
-1,638
80
$6.48M 0.28%
78,200
-4,589
81
$6.47M 0.28%
23,739
+527
82
$6.4M 0.27%
241,665
-28,885
83
$6.3M 0.27%
20,184
-9,501
84
$6.3M 0.27%
191,899
-691
85
$6.28M 0.27%
248,163
-29,628
86
$6.23M 0.27%
57,040
-1,401
87
$6.12M 0.26%
27,033
+1,617
88
$6.09M 0.26%
63,937
-1,697
89
$6.02M 0.26%
23,373
+3,303
90
$6.01M 0.26%
79,508
+10,200
91
$5.92M 0.25%
100,088
-2,602
92
$5.9M 0.25%
20,764
-1,836
93
$5.88M 0.25%
33,948
+355
94
$5.81M 0.25%
73,087
+3,042
95
$5.8M 0.25%
49,400
-1,663
96
$5.7M 0.24%
58,002
+4,207
97
$5.64M 0.24%
71,274
+881
98
$5.53M 0.24%
226,054
-14,916
99
$5.28M 0.23%
26,246
-191
100
$5.26M 0.22%
57,264
+56
2 3
4
5 6