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
101
$5.18M 0.22%
37,345
+4,266
102
$5.11M 0.22%
173,828
-4,022
103
$4.91M 0.21%
+109,786
104
$4.84M 0.21%
43,073
+28,870
105
$4.84M 0.21%
203,272
-1,284
106
$4.74M 0.2%
42,766
+1,140
107
$4.68M 0.2%
19,755
+522
108
$4.62M 0.2%
34,644
+112
109
$4.54M 0.19%
163,980
-4,864
110
$4.42M 0.19%
25,511
+179
111
$4.37M 0.19%
7,716
+114
112
$4.37M 0.19%
343,290
-3,966
113
$4.28M 0.18%
100,964
+4,212
114
$4.27M 0.18%
18,780
-31
115
$4.21M 0.18%
48,776
+300
116
$4.16M 0.18%
118,009
+4,079
117
$4.16M 0.18%
38,565
-19,926
118
$4.15M 0.18%
40,559
+1,310
119
$4.12M 0.18%
82,247
+1,465
120
$4.11M 0.18%
187,373
+9,200
121
$4.1M 0.18%
14,701
-8
122
$4.07M 0.17%
46,145
+987
123
$4.07M 0.17%
45,149
+14
124
$4.03M 0.17%
8,063
+133
125
$3.98M 0.17%
32,820
+794
3 4
5
6 7