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
201
$2.07M 0.09%
11,317
-2,729
202
$2.07M 0.09%
16,322
-1,172
203
$2.04M 0.09%
12,889
-246
204
$2M 0.09%
20,132
+1,263
205
$1.99M 0.08%
21,155
+770
206
$1.98M 0.08%
45,807
-1,193
207
$1.98M 0.08%
68,357
+1,908
208
$1.93M 0.08%
20,962
+112
209
$1.92M 0.08%
23,962
+4,986
210
$1.9M 0.08%
22,370
-500
211
$1.9M 0.08%
8,285
-539
212
$1.88M 0.08%
77,575
-4,981
213
$1.88M 0.08%
7,644
-56
214
$1.88M 0.08%
73,335
-1,093
215
$1.86M 0.08%
8,880
-13
216
$1.82M 0.08%
49,265
+14,152
217
$1.81M 0.08%
11,008
-1,573
218
$1.81M 0.08%
28,589
+1,088
219
$1.78M 0.08%
37,717
+2,756
220
$1.76M 0.08%
14,748
+90
221
$1.75M 0.07%
29,810
+938
222
$1.72M 0.07%
35,292
+3,030
223
$1.72M 0.07%
27,303
+22,488
224
$1.72M 0.07%
18,736
+482
225
$1.7M 0.07%
66,990
+15,110
7 8
9
10 11