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
126
$3.98M 0.17%
30,890
-215
127
$3.97M 0.17%
110,885
-175
128
$3.97M 0.17%
44,372
+2,560
129
$3.93M 0.17%
47,770
+158
130
$3.88M 0.17%
40,487
-2,285
131
$3.86M 0.16%
22,156
+258
132
$3.85M 0.16%
32,223
+218
133
$3.83M 0.16%
156,798
+5,614
134
$3.79M 0.16%
94,021
-6,100
135
$3.75M 0.16%
25,779
-20
136
$3.73M 0.16%
47,384
-6,283
137
$3.64M 0.16%
27,031
-663
138
$3.62M 0.15%
63,443
+1,320
139
$3.61M 0.15%
9,340
+463
140
$3.61M 0.15%
60,956
-74
141
$3.59M 0.15%
6,801
+136
142
$3.58M 0.15%
119,112
+111,240
143
$3.57M 0.15%
75,106
+62,271
144
$3.55M 0.15%
89,288
-1,628
145
$3.55M 0.15%
+63,193
146
$3.53M 0.15%
25,064
+1,195
147
$3.49M 0.15%
310,549
-2,742
148
$3.46M 0.15%
+106,145
149
$3.41M 0.15%
8,042
-75
150
$3.36M 0.14%
+211,429
4 5
6
7 8