MWM

Meridian Wealth Management Portfolio holdings

AUM $2.82B
1-Year Est. Return 31.3%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+31.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.82B
AUM Growth
-$22.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
817
New
Increased
Reduced
Closed

Top Buys

1
+$16.1M
2
+$8.92M
3
+$7.89M
4
GLD icon
SPDR Gold Trust
GLD
+$5.68M
5
TSM icon
TSMC
TSM
+$5.38M

Top Sells

1
+$17.3M
2
+$3.77M
3
+$3.54M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$3.43M
5
NVDA icon
NVIDIA
NVDA
+$2.78M

Sector Composition

1 Technology 19.6%
2 Financials 6.71%
3 Energy 5.5%
4 Consumer Discretionary 5.33%
5 Communication Services 5.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IBDV icon
226
iShares iBonds Dec 2030 Term Corporate ETF
IBDV
$3.09B
$2.08M 0.07%
95,051
+3,931
IWS icon
227
iShares Russell Mid-Cap Value ETF
IWS
$15.1B
$2.07M 0.07%
14,198
+3,799
VOT icon
228
Vanguard Mid-Cap Growth ETF
VOT
$18.9B
$2.05M 0.07%
7,926
-12,883
AXP icon
229
American Express
AXP
$212B
$2.04M 0.07%
6,760
+327
PFF icon
230
iShares Preferred and Income Securities ETF
PFF
$13.6B
$2.04M 0.07%
67,291
+34,403
CGGO icon
231
Capital Group Global Growth Equity ETF
CGGO
$10.9B
$1.95M 0.07%
58,497
-628
FAST icon
232
Fastenal
FAST
$53.7B
$1.94M 0.07%
41,747
+180
AGG icon
233
iShares Core US Aggregate Bond ETF
AGG
$135B
$1.92M 0.07%
19,318
-5,179
IEV icon
234
iShares Europe ETF
IEV
$1.72B
$1.91M 0.07%
28,174
WM icon
235
Waste Management
WM
$88.5B
$1.89M 0.07%
8,223
+93
SCIO icon
236
First Trust Structured Credit Income Opportunities ETF
SCIO
$380M
$1.88M 0.07%
91,070
+26,489
ETN icon
237
Eaton
ETN
$154B
$1.87M 0.07%
5,228
-1,132
CDNS icon
238
Cadence Design Systems
CDNS
$104B
$1.82M 0.06%
6,538
-307
IJK icon
239
iShares S&P Mid-Cap 400 Growth ETF
IJK
$10.8B
$1.82M 0.06%
18,039
-359
ITB icon
240
iShares US Home Construction ETF
ITB
$2.56B
$1.81M 0.06%
19,960
+1,396
SMLF icon
241
iShares US Small Cap Equity Factor ETF
SMLF
$3.78B
$1.8M 0.06%
+23,901
XLP icon
242
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.9B
$1.8M 0.06%
21,956
+1,876
WMS icon
243
Advanced Drainage Systems
WMS
$9.97B
$1.8M 0.06%
+13,109
SSO icon
244
ProShares Ultra S&P500
SSO
$7.95B
$1.79M 0.06%
34,551
+727
MCK icon
245
McKesson
MCK
$93.2B
$1.77M 0.06%
2,050
+479
BINC icon
246
BlackRock Flexible Income ETF
BINC
$17.3B
$1.77M 0.06%
34,036
+27,526
VDE icon
247
Vanguard Energy ETF
VDE
$9.96B
$1.76M 0.06%
10,143
-45
MUB icon
248
iShares National Muni Bond ETF
MUB
$44.7B
$1.75M 0.06%
16,468
-25
IWY icon
249
iShares Russell Top 200 Growth ETF
IWY
$16.9B
$1.74M 0.06%
6,989
-54
IBDW icon
250
iShares iBonds Dec 2031 Term Corporate ETF
IBDW
$2.37B
$1.73M 0.06%
82,792
+10,734
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