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
1
$122M 5.2%
770,140
-42,500
2
$89.4M 3.82%
162,073
+3,775
3
$80.4M 3.43%
391,878
+346
4
$80.2M 3.42%
161,184
-130
5
$77.4M 3.3%
717,940
+1,172
6
$71.1M 3.04%
324,154
-1,507
7
$56.8M 2.42%
91,913
-2,997
8
$56.4M 2.41%
194,390
+586
9
$35.6M 1.52%
73,247
-229
10
$34M 1.45%
461,911
+24,919
11
$30.9M 1.32%
112,054
+35,628
12
$29.2M 1.25%
46,978
-1,368
13
$27M 1.15%
153,260
+4,400
14
$26.1M 1.11%
59,564
+1,574
15
$25.6M 1.09%
34,632
+2,112
16
$24.9M 1.07%
853,924
-42,401
17
$21.7M 0.93%
231,591
+13,567
18
$21.3M 0.91%
120,783
+3,719
19
$20.1M 0.86%
63,163
+29,487
20
$18.3M 0.78%
18,501
+438
21
$17.7M 0.76%
32,559
+140
22
$17.5M 0.75%
98,875
+2,040
23
$16.9M 0.72%
29,710
+1,304
24
$16.1M 0.69%
41,388
+2,416
25
$16M 0.68%
137,086
+30,543
1
2 3 4 5