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
IWP icon
101
iShares Russell Mid-Cap Growth ETF
IWP
$20.8B
$5.18M 0.22%
37,345
+4,266
KMI icon
102
Kinder Morgan
KMI
$61.1B
$5.11M 0.22%
173,828
-4,022
AUSF icon
103
Global X Adaptive US Factor ETF
AUSF
$719M
$4.91M 0.21%
+109,786
SPMO icon
104
Invesco S&P 500 Momentum ETF
SPMO
$16.8B
$4.84M 0.21%
43,073
+28,870
SPHY icon
105
SPDR Portfolio High Yield Bond ETF
SPHY
$9.24B
$4.84M 0.21%
203,272
-1,284
GILD icon
106
Gilead Sciences
GILD
$154B
$4.74M 0.2%
42,766
+1,140
VB icon
107
Vanguard Small-Cap ETF
VB
$68B
$4.68M 0.2%
19,755
+522
EMR icon
108
Emerson Electric
EMR
$74.4B
$4.62M 0.2%
34,644
+112
SCHV icon
109
Schwab US Large-Cap Value ETF
SCHV
$14.1B
$4.54M 0.19%
163,980
-4,864
IYW icon
110
iShares US Technology ETF
IYW
$22.4B
$4.42M 0.19%
25,511
+179
ROP icon
111
Roper Technologies
ROP
$55.4B
$4.37M 0.19%
7,716
+114
KYN icon
112
Kayne Anderson Energy Infrastructure Fund
KYN
$1.97B
$4.37M 0.19%
343,290
-3,966
XLE icon
113
Energy Select Sector SPDR Fund
XLE
$26B
$4.28M 0.18%
50,482
+2,106
QQQM icon
114
Invesco NASDAQ 100 ETF
QQQM
$64.2B
$4.27M 0.18%
18,780
-31
HACK icon
115
Amplify Cybersecurity ETF
HACK
$2.39B
$4.21M 0.18%
48,776
+300
SDVY icon
116
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
$8.82B
$4.16M 0.18%
118,009
+4,079
IOO icon
117
iShares Global 100 ETF
IOO
$7.41B
$4.16M 0.18%
38,565
-19,926
ANET icon
118
Arista Networks
ANET
$183B
$4.15M 0.18%
40,559
+1,310
DON icon
119
WisdomTree US MidCap Dividend Fund
DON
$3.74B
$4.12M 0.18%
82,247
+1,465
ARCC icon
120
Ares Capital
ARCC
$14B
$4.11M 0.18%
187,373
+9,200
AMGN icon
121
Amgen
AMGN
$162B
$4.1M 0.18%
14,701
-8
TLT icon
122
iShares 20+ Year Treasury Bond ETF
TLT
$49.5B
$4.07M 0.17%
46,145
+987
ORLY icon
123
O'Reilly Automotive
ORLY
$86B
$4.07M 0.17%
45,149
+14
NOC icon
124
Northrop Grumman
NOC
$85.8B
$4.03M 0.17%
8,063
+133
LAMR icon
125
Lamar Advertising Co
LAMR
$12.3B
$3.98M 0.17%
32,820
+794
3 4
5
6 7