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
ING icon
151
ING
ING
$69.1B
$3.34M 0.14%
152,785
-1,769
VYM icon
152
Vanguard High Dividend Yield ETF
VYM
$65.3B
$3.34M 0.14%
25,029
+217
VO icon
153
Vanguard Mid-Cap ETF
VO
$88.8B
$3.16M 0.13%
11,285
+252
WAT icon
154
Waters Corp
WAT
$20.8B
$3.16M 0.13%
9,041
-14
FEZ icon
155
SPDR Euro Stoxx 50 ETF
FEZ
$4.74B
$3.13M 0.13%
+52,333
UL icon
156
Unilever
UL
$153B
$3.12M 0.13%
50,937
+242
EEM icon
157
iShares MSCI Emerging Markets ETF
EEM
$20.7B
$3.1M 0.13%
64,263
-2,582
VTEB icon
158
Vanguard Tax-Exempt Bond Index Fund
VTEB
$39.8B
$3.09M 0.13%
62,993
-1,942
IWM icon
159
iShares Russell 2000 ETF
IWM
$70.9B
$3.08M 0.13%
14,283
-45,219
FTEC icon
160
Fidelity MSCI Information Technology Index ETF
FTEC
$16.5B
$3.06M 0.13%
15,495
-1,170
PEG icon
161
Public Service Enterprise Group
PEG
$42.3B
$3.03M 0.13%
35,985
+564
FNDX icon
162
Schwab Fundamental US Large Company Index ETF
FNDX
$20.9B
$2.98M 0.13%
121,241
-2,243
GSLC icon
163
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$14.7B
$2.97M 0.13%
24,453
+342
CGGR icon
164
Capital Group Growth ETF
CGGR
$16.6B
$2.96M 0.13%
72,775
+261
KO icon
165
Coca-Cola
KO
$307B
$2.94M 0.13%
41,578
+9,802
BKNG icon
166
Booking.com
BKNG
$167B
$2.93M 0.13%
506
+35
DGT icon
167
SPDR Global Dow ETF
DGT
$511M
$2.91M 0.12%
+19,325
VEU icon
168
Vanguard FTSE All-World ex-US ETF
VEU
$51.1B
$2.86M 0.12%
42,551
+544
PAVE icon
169
Global X US Infrastructure Development ETF
PAVE
$9.7B
$2.84M 0.12%
65,183
-14,660
EDV icon
170
Vanguard World Funds Extended Duration ETF
EDV
$4.08B
$2.84M 0.12%
42,197
+5,911
PM icon
171
Philip Morris
PM
$237B
$2.8M 0.12%
15,363
+381
SDOG icon
172
ALPS Sector Dividend Dogs ETF
SDOG
$1.23B
$2.76M 0.12%
48,019
+693
HYG icon
173
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$18.1B
$2.62M 0.11%
32,508
+983
FNF icon
174
Fidelity National Financial
FNF
$15.2B
$2.59M 0.11%
46,179
-3,704
GEV icon
175
GE Vernova
GEV
$159B
$2.55M 0.11%
4,820
+1,135
5 6
7
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