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
DHI icon
126
D.R. Horton
DHI
$45.8B
$3.98M 0.17%
30,890
-215
DFAC icon
127
Dimensional US Core Equity 2 ETF
DFAC
$38.4B
$3.97M 0.17%
110,885
-175
EFA icon
128
iShares MSCI EAFE ETF
EFA
$68.2B
$3.97M 0.17%
44,372
+2,560
VPL icon
129
Vanguard FTSE Pacific ETF
VPL
$8.13B
$3.93M 0.17%
47,770
+158
IEF icon
130
iShares 7-10 Year Treasury Bond ETF
IEF
$39B
$3.88M 0.17%
40,487
-2,285
DLR icon
131
Digital Realty Trust
DLR
$59B
$3.86M 0.16%
22,156
+258
EOG icon
132
EOG Resources
EOG
$57.9B
$3.85M 0.16%
32,223
+218
SCHX icon
133
Schwab US Large- Cap ETF
SCHX
$61.4B
$3.83M 0.16%
156,798
+5,614
FE icon
134
FirstEnergy
FE
$27.3B
$3.79M 0.16%
94,021
-6,100
PAYX icon
135
Paychex
PAYX
$45.6B
$3.75M 0.16%
25,779
-20
BSV icon
136
Vanguard Short-Term Bond ETF
BSV
$39B
$3.73M 0.16%
47,384
-6,283
XLV icon
137
Health Care Select Sector SPDR Fund
XLV
$35.8B
$3.64M 0.16%
27,031
-663
VEA icon
138
Vanguard FTSE Developed Markets ETF
VEA
$178B
$3.62M 0.15%
63,443
+1,320
ADBE icon
139
Adobe
ADBE
$150B
$3.61M 0.15%
9,340
+463
FV icon
140
First Trust Dorsey Wright Focus 5 ETF
FV
$3.75B
$3.61M 0.15%
60,956
-74
SPGI icon
141
S&P Global
SPGI
$146B
$3.59M 0.15%
6,801
+136
HEQT icon
142
Simplify Hedged Equity ETF
HEQT
$309M
$3.58M 0.15%
119,112
+111,240
EPI icon
143
WisdomTree India Earnings Fund ETF
EPI
$2.94B
$3.57M 0.15%
75,106
+62,271
NEE.PRR
144
DELISTED
NextEra Energy, Inc. 6.926% Corporate Units
NEE.PRR
$3.55M 0.15%
89,288
-1,628
EQH icon
145
Equitable Holdings
EQH
$14.4B
$3.55M 0.15%
+63,193
MS icon
146
Morgan Stanley
MS
$253B
$3.53M 0.15%
25,064
+1,195
GSBD icon
147
Goldman Sachs BDC
GSBD
$1.11B
$3.49M 0.15%
310,549
-2,742
LVHI icon
148
Franklin International Low Volatility High Dividend Index ETF
LVHI
$3.24B
$3.46M 0.15%
+106,145
IWF icon
149
iShares Russell 1000 Growth ETF
IWF
$124B
$3.41M 0.15%
8,042
-75
WCMI
150
First Trust WCM International Equity ETF
WCMI
$519M
$3.36M 0.14%
+211,429
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6
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