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
OWL icon
176
Blue Owl Capital
OWL
$10.6B
$2.5M 0.11%
130,352
+7,757
MDY icon
177
SPDR S&P MidCap 400 ETF Trust
MDY
$24.1B
$2.5M 0.11%
4,419
-34
LMT icon
178
Lockheed Martin
LMT
$112B
$2.46M 0.11%
5,315
+85
LOW icon
179
Lowe's Companies
LOW
$137B
$2.46M 0.11%
11,080
-357
XLY icon
180
Consumer Discretionary Select Sector SPDR Fund
XLY
$24.4B
$2.38M 0.1%
10,997
-106
BMY icon
181
Bristol-Myers Squibb
BMY
$89.2B
$2.33M 0.1%
50,339
-160
VRT icon
182
Vertiv
VRT
$70B
$2.33M 0.1%
18,143
-2,988
AXSM icon
183
Axsome Therapeutics
AXSM
$6.34B
$2.3M 0.1%
22,021
+1,000
PGR icon
184
Progressive
PGR
$129B
$2.28M 0.1%
8,550
+585
C icon
185
Citigroup
C
$173B
$2.27M 0.1%
26,643
+1,122
QXO
186
QXO Inc
QXO
$12.3B
$2.26M 0.1%
105,056
+26,470
RSP icon
187
Invesco S&P 500 Equal Weight ETF
RSP
$75B
$2.25M 0.1%
12,403
+569
MCD icon
188
McDonald's
MCD
$219B
$2.24M 0.1%
7,654
+445
VWO icon
189
Vanguard FTSE Emerging Markets ETF
VWO
$103B
$2.2M 0.09%
44,560
+3,830
SNY icon
190
Sanofi
SNY
$121B
$2.2M 0.09%
45,571
+1,398
OEF icon
191
iShares S&P 100 ETF
OEF
$27.2B
$2.2M 0.09%
7,216
-2,168
PPA icon
192
Invesco Aerospace & Defense ETF
PPA
$6.75B
$2.18M 0.09%
15,388
+922
CGDV icon
193
Capital Group Dividend Value ETF
CGDV
$22.4B
$2.17M 0.09%
54,895
+40,400
SGOV icon
194
iShares 0-3 Month Treasury Bond ETF
SGOV
$57.7B
$2.16M 0.09%
21,484
+4,997
DIS icon
195
Walt Disney
DIS
$203B
$2.13M 0.09%
17,167
-452
ET icon
196
Energy Transfer Partners
ET
$57.8B
$2.12M 0.09%
116,677
+6,381
CDNS icon
197
Cadence Design Systems
CDNS
$91.9B
$2.1M 0.09%
6,819
-160
XLF icon
198
Financial Select Sector SPDR Fund
XLF
$54.1B
$2.09M 0.09%
40,024
+79
ABT icon
199
Abbott
ABT
$220B
$2.08M 0.09%
15,318
+977
VGT icon
200
Vanguard Information Technology ETF
VGT
$110B
$2.07M 0.09%
3,125
+427
6 7
8
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