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
151
$3.34M 0.14%
152,785
-1,769
152
$3.34M 0.14%
25,029
+217
153
$3.16M 0.13%
11,285
+252
154
$3.16M 0.13%
9,041
-14
155
$3.13M 0.13%
+52,333
156
$3.12M 0.13%
45,277
+215
157
$3.1M 0.13%
64,263
-2,582
158
$3.09M 0.13%
62,993
-1,942
159
$3.08M 0.13%
14,283
-45,219
160
$3.06M 0.13%
15,495
-1,170
161
$3.03M 0.13%
35,985
+564
162
$2.98M 0.13%
121,241
-2,243
163
$2.97M 0.13%
24,453
+342
164
$2.96M 0.13%
72,775
+261
165
$2.94M 0.13%
41,578
+9,802
166
$2.93M 0.13%
506
+35
167
$2.91M 0.12%
+19,325
168
$2.86M 0.12%
42,551
+544
169
$2.84M 0.12%
65,183
-14,660
170
$2.84M 0.12%
42,197
+5,911
171
$2.8M 0.12%
15,363
+381
172
$2.76M 0.12%
48,019
+693
173
$2.62M 0.11%
32,508
+983
174
$2.59M 0.11%
46,179
-3,704
175
$2.55M 0.11%
4,820
+1,135
5 6
7
8 9