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
$2.84B
AUM Growth
+$232M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
788
New
Increased
Reduced
Closed

Top Buys

1
+$21.8M
2
+$20.9M
3
+$15.4M
4
AMZN icon
Amazon
AMZN
+$11.7M
5
XFIV icon
BondBloxx Bloomberg Five Year Target Duration US Treasury ETF
XFIV
+$9.28M

Top Sells

1
+$15.9M
2
+$9.23M
3
+$5.41M
4
CIBR icon
First Trust NASDAQ Cybersecurity ETF
CIBR
+$4.65M
5
SPHY icon
State Street SPDR Portfolio High Yield Bond ETF
SPHY
+$4.65M

Sector Composition

1 Technology 21.2%
2 Financials 8.25%
3 Consumer Discretionary 6.07%
4 Communication Services 5.88%
5 Industrials 4.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
QCOM icon
226
Qualcomm
QCOM
$145B
$2.04M 0.07%
11,921
+1,296
XLU icon
227
State Street Utilities Select Sector SPDR ETF
XLU
$23.8B
$2.03M 0.07%
47,571
+9,897
ETN icon
228
Eaton
ETN
$135B
$2.03M 0.07%
6,360
+1,293
IBDV icon
229
iShares iBonds Dec 2030 Term Corporate ETF
IBDV
$2.95B
$2.01M 0.07%
91,120
+4,940
GOVT icon
230
iShares US Treasury Bond ETF
GOVT
$35.7B
$1.97M 0.07%
85,658
-398,489
SSO icon
231
ProShares Ultra S&P500
SSO
$6.49B
$1.96M 0.07%
33,824
-550
VYMI icon
232
Vanguard International High Dividend Yield ETF
VYMI
$16.9B
$1.95M 0.07%
21,684
+16,135
IWY icon
233
iShares Russell Top 200 Growth ETF
IWY
$15.4B
$1.95M 0.07%
7,043
-17
MU icon
234
Micron Technology
MU
$417B
$1.94M 0.07%
6,797
+2,636
CSCO icon
235
Cisco
CSCO
$311B
$1.93M 0.07%
25,093
+2,553
IEV icon
236
iShares Europe ETF
IEV
$1.66B
$1.93M 0.07%
28,174
+185
EMXC icon
237
iShares MSCI Emerging Markets ex China ETF
EMXC
$16.3B
$1.9M 0.07%
26,197
-475
DUK icon
238
Duke Energy
DUK
$103B
$1.88M 0.07%
16,040
+1,515
RIOT icon
239
Riot Platforms
RIOT
$5.26B
$1.87M 0.07%
147,777
-8,772
SOXQ icon
240
Invesco PHLX Semiconductor ETF
SOXQ
$944M
$1.85M 0.07%
+33,152
QLD icon
241
ProShares Ultra QQQ
QLD
$9.6B
$1.85M 0.07%
26,220
+92
PFE icon
242
Pfizer
PFE
$154B
$1.85M 0.07%
74,120
-1,875
T icon
243
AT&T
T
$200B
$1.84M 0.06%
74,117
+4,493
DIS icon
244
Walt Disney
DIS
$180B
$1.81M 0.06%
15,902
+146
PH icon
245
Parker-Hannifin
PH
$117B
$1.8M 0.06%
2,051
+21
ABT icon
246
Abbott
ABT
$190B
$1.8M 0.06%
14,335
-3,975
ITB icon
247
iShares US Home Construction ETF
ITB
$2.54B
$1.79M 0.06%
18,564
-7
WM icon
248
Waste Management
WM
$99.2B
$1.79M 0.06%
8,130
+131
IJK icon
249
iShares S&P Mid-Cap 400 Growth ETF
IJK
$9.42B
$1.78M 0.06%
18,398
+48
MUB icon
250
iShares National Muni Bond ETF
MUB
$42.7B
$1.77M 0.06%
16,493
+3,142
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10
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