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
176
$2.5M 0.11%
130,352
+7,757
177
$2.5M 0.11%
4,419
-34
178
$2.46M 0.11%
5,315
+85
179
$2.46M 0.11%
11,080
-357
180
$2.38M 0.1%
21,994
-212
181
$2.33M 0.1%
50,339
-160
182
$2.33M 0.1%
18,143
-2,988
183
$2.3M 0.1%
22,021
+1,000
184
$2.28M 0.1%
8,550
+585
185
$2.27M 0.1%
26,643
+1,122
186
$2.26M 0.1%
105,056
+26,470
187
$2.25M 0.1%
12,403
+569
188
$2.24M 0.1%
7,654
+445
189
$2.2M 0.09%
44,560
+3,830
190
$2.2M 0.09%
45,571
+1,398
191
$2.2M 0.09%
7,216
-2,168
192
$2.18M 0.09%
15,388
+922
193
$2.17M 0.09%
54,895
+40,400
194
$2.16M 0.09%
21,484
+4,997
195
$2.13M 0.09%
17,167
-452
196
$2.12M 0.09%
116,677
+6,381
197
$2.1M 0.09%
6,819
-160
198
$2.09M 0.09%
40,024
+79
199
$2.08M 0.09%
15,318
+977
200
$2.07M 0.09%
3,125
+427
6 7
8
9 10