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
DBEF icon
301
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
$8.66B
$1.36M 0.05%
27,545
+1,786
VV icon
302
Vanguard Large-Cap ETF
VV
$52B
$1.36M 0.05%
4,550
-158
XLI icon
303
State Street Industrial Select Sector SPDR ETF
XLI
$30.5B
$1.36M 0.05%
8,386
+1,729
DIVO icon
304
Amplify CWP Enhanced Dividend Income ETF
DIVO
$7.09B
$1.36M 0.05%
30,236
-1,686
SPYD icon
305
State Street SPDR Portfolio S&P 500 High Dividend ETF
SPYD
$7.32B
$1.35M 0.05%
29,571
+52
VGSH icon
306
Vanguard Short-Term Treasury ETF
VGSH
$29B
$1.32M 0.05%
22,556
-148
PSA icon
307
Public Storage
PSA
$54.4B
$1.31M 0.05%
4,854
+92
ETV
308
Eaton Vance Tax-Managed Buy-Write Opportunities Fund
ETV
$1.72B
$1.31M 0.05%
96,023
+7,531
SPSM icon
309
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$15.6B
$1.29M 0.05%
26,683
+2,686
GD icon
310
General Dynamics
GD
$93.7B
$1.29M 0.05%
3,755
+81
SILJ icon
311
Amplify Junior Silver Miners ETF
SILJ
$3.44B
$1.28M 0.05%
+43,150
DIVI icon
312
Franklin International Core Dividend Tilt Index ETF
DIVI
$2.48B
$1.28M 0.05%
+32,132
BP icon
313
BP
BP
$111B
$1.27M 0.05%
27,080
+229
D icon
314
Dominion Energy
D
$58.8B
$1.26M 0.04%
20,392
+2,152
SHLD icon
315
Global X Defense Tech ETF
SHLD
$7.45B
$1.26M 0.04%
17,775
+2,187
IWD icon
316
iShares Russell 1000 Value ETF
IWD
$75B
$1.26M 0.04%
5,893
-47
FNCL icon
317
Fidelity MSCI Financials Index ETF
FNCL
$2.2B
$1.24M 0.04%
17,615
-2,577
CB icon
318
Chubb
CB
$127B
$1.23M 0.04%
3,775
+450
GLDM icon
319
SPDR Gold MiniShares Trust
GLDM
$29.3B
$1.22M 0.04%
13,169
-213
PGR icon
320
Progressive
PGR
$119B
$1.22M 0.04%
6,145
-3,937
GBTC icon
321
Grayscale Bitcoin Trust
GBTC
$9.08B
$1.19M 0.04%
22,470
-319
FDIS icon
322
Fidelity MSCI Consumer Discretionary Index ETF
FDIS
$1.72B
$1.18M 0.04%
12,622
+1,975
FLMI icon
323
Franklin Dynamic Municipal Bond ETF
FLMI
$2.12B
$1.18M 0.04%
47,447
+5,143
MO icon
324
Altria Group
MO
$121B
$1.17M 0.04%
17,844
+2,310
VTEC icon
325
Vanguard California Tax-Exempt Bond ETF
VTEC
$2.45B
$1.16M 0.04%
11,725
11 12
13
14 15