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
MDT icon
351
Medtronic
MDT
$117B
$1.01M 0.04%
10,521
+299
SHLD icon
352
Global X Defense Tech ETF
SHLD
$7.76B
$1.01M 0.04%
15,588
+4,033
QQQI icon
353
NEOS Nasdaq 100 High Income ETF
QQQI
$8.78B
$1.01M 0.04%
+18,687
VXF icon
354
Vanguard Extended Market ETF
VXF
$25.2B
$1M 0.04%
4,806
-6
SYLD icon
355
Cambria Shareholder Yield ETF
SYLD
$906M
$1M 0.04%
14,429
-1,369
TXN icon
356
Texas Instruments
TXN
$175B
$1M 0.04%
5,781
-339
FHLC icon
357
Fidelity MSCI Health Care Index ETF
FHLC
$2.87B
$986K 0.03%
13,274
+70
CAH icon
358
Cardinal Health
CAH
$51.2B
$981K 0.03%
4,775
MMKT
359
Texas Capital Government Money Market ETF
MMKT
$77.7M
$949K 0.03%
+9,474
PSTG icon
360
Everpure, Inc.
PSTG
$20.1B
$945K 0.03%
+14,102
F icon
361
Ford
F
$48.5B
$943K 0.03%
71,874
+1,100
BP icon
362
BP
BP
$104B
$933K 0.03%
26,851
+34
IAU icon
363
iShares Gold Trust
IAU
$82.7B
$932K 0.03%
11,484
+2,027
AEP icon
364
American Electric Power
AEP
$71.3B
$929K 0.03%
8,061
+3,017
WPM icon
365
Wheaton Precious Metals
WPM
$66.7B
$926K 0.03%
7,878
+523
BSMR icon
366
Invesco BulletShares 2027 Municipal Bond ETF
BSMR
$321M
$922K 0.03%
38,953
JNK icon
367
State Street SPDR Bloomberg High Yield Bond ETF
JNK
$7.72B
$921K 0.03%
9,473
-97
IUSG icon
368
iShares Core S&P US Growth ETF
IUSG
$26.6B
$909K 0.03%
5,411
+259
CBRE icon
369
CBRE Group
CBRE
$40.4B
$898K 0.03%
5,585
+164
MGV icon
370
Vanguard Mega Cap Value ETF
MGV
$11.3B
$896K 0.03%
6,349
+10
MO icon
371
Altria Group
MO
$111B
$896K 0.03%
15,534
-359
BSMQ icon
372
Invesco BulletShares 2026 Municipal Bond ETF
BSMQ
$296M
$895K 0.03%
37,846
IXUS icon
373
iShares Core MSCI Total International Stock ETF
IXUS
$53.6B
$884K 0.03%
10,447
+6
BIV icon
374
Vanguard Intermediate-Term Bond ETF
BIV
$27.9B
$878K 0.03%
11,267
-4,467
ESGU icon
375
iShares ESG Aware MSCI USA ETF
ESGU
$15.4B
$875K 0.03%
5,872
+90
13 14
15
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