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
AMAT icon
201
Applied Materials
AMAT
$182B
$2.07M 0.09%
11,317
-2,729
XLK icon
202
Technology Select Sector SPDR Fund
XLK
$95B
$2.07M 0.09%
8,161
-586
QCOM icon
203
Qualcomm
QCOM
$183B
$2.04M 0.09%
12,889
-246
AGG icon
204
iShares Core US Aggregate Bond ETF
AGG
$133B
$2M 0.09%
20,132
+1,263
FBTC icon
205
Fidelity Wise Origin Bitcoin Fund
FBTC
$14.6B
$1.99M 0.08%
21,155
+770
VZ icon
206
Verizon
VZ
$162B
$1.98M 0.08%
45,807
-1,193
T icon
207
AT&T
T
$176B
$1.98M 0.08%
68,357
+1,908
IWR icon
208
iShares Russell Mid-Cap ETF
IWR
$45B
$1.93M 0.08%
20,962
+112
WFC icon
209
Wells Fargo
WFC
$266B
$1.92M 0.08%
23,962
+4,986
GBTC icon
210
Grayscale Bitcoin Trust
GBTC
$44.1B
$1.9M 0.08%
22,370
-500
WM icon
211
Waste Management
WM
$87.1B
$1.9M 0.08%
8,285
-539
PFE icon
212
Pfizer
PFE
$140B
$1.88M 0.08%
77,575
-4,981
IWY icon
213
iShares Russell Top 200 Growth ETF
IWY
$16.1B
$1.88M 0.08%
7,644
-56
SPAB icon
214
SPDR Portfolio Aggregate Bond ETF
SPAB
$8.71B
$1.88M 0.08%
73,335
-1,093
BA icon
215
Boeing
BA
$165B
$1.86M 0.08%
8,880
-13
CGUS icon
216
Capital Group Core Equity ETF
CGUS
$7.43B
$1.82M 0.08%
49,265
+14,152
VOE icon
217
Vanguard Mid-Cap Value ETF
VOE
$19.2B
$1.81M 0.08%
11,008
-1,573
IEV icon
218
iShares Europe ETF
IEV
$2.24B
$1.81M 0.08%
28,589
+1,088
BAC icon
219
Bank of America
BAC
$379B
$1.78M 0.08%
37,717
+2,756
IEI icon
220
iShares 3-7 Year Treasury Bond ETF
IEI
$17.1B
$1.76M 0.08%
14,748
+90
QLD icon
221
ProShares Ultra QQQ
QLD
$10.1B
$1.75M 0.07%
14,905
+469
SSO icon
222
ProShares Ultra S&P500
SSO
$7.74B
$1.72M 0.07%
17,646
+1,515
EMXC icon
223
iShares MSCI Emerging Markets ex China ETF
EMXC
$13.9B
$1.72M 0.07%
27,303
+22,488
SBUX icon
224
Starbucks
SBUX
$97.1B
$1.72M 0.07%
18,736
+482
IBDT icon
225
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
$3.14B
$1.7M 0.07%
66,990
+15,110
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