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
IBIT icon
351
iShares Bitcoin Trust
IBIT
$47.9B
$1.03M 0.04%
26,775
+1,602
XLB icon
352
State Street Materials Select Sector SPDR ETF
XLB
$7.22B
$1.01M 0.04%
20,379
+1,241
SHEL icon
353
Shell
SHEL
$237B
$1.01M 0.04%
10,879
-479
VXF icon
354
Vanguard Extended Market ETF
VXF
$29.1B
$1.01M 0.04%
4,895
+89
ASCE
355
Allspring SMID Core ETF
ASCE
$78.4M
$1M 0.04%
35,998
+17,161
GDXJ icon
356
VanEck Junior Gold Miners ETF
GDXJ
$7.37B
$997K 0.04%
8,303
+3,267
MMM icon
357
3M
MMM
$80.2B
$988K 0.04%
6,800
+390
ADBE icon
358
Adobe
ADBE
$102B
$987K 0.04%
4,061
-91
YUM icon
359
Yum! Brands
YUM
$41.6B
$982K 0.03%
6,313
-368
MDT icon
360
Medtronic
MDT
$105B
$978K 0.03%
11,291
+770
CGMU icon
361
Capital Group Municipal Income ETF
CGMU
$6.1B
$978K 0.03%
36,010
+7,837
TWLO icon
362
Twilio
TWLO
$34.3B
$973K 0.03%
7,735
-73
SCHO icon
363
Schwab Short-Term US Treasury ETF
SCHO
$13.2B
$968K 0.03%
39,897
+30,971
SOXL icon
364
Direxion Daily Semiconductor Bull 3X ETF
SOXL
$21B
$952K 0.03%
19,879
-737
URI icon
365
United Rentals
URI
$66.9B
$950K 0.03%
1,304
+1
FIDU icon
366
Fidelity MSCI Industrials Index ETF
FIDU
$2.09B
$944K 0.03%
10,907
-1,870
MELI icon
367
Mercado Libre
MELI
$81.5B
$942K 0.03%
545
+38
CRWV
368
CoreWeave Inc
CRWV
$54.8B
$938K 0.03%
12,109
+3,243
HGER icon
369
Harbor Commodity All-Weather Strategy ETF
HGER
$3.12B
$935K 0.03%
30,143
+2,486
F icon
370
Ford
F
$59.4B
$927K 0.03%
80,335
+8,461
BSMR icon
371
Invesco BulletShares 2027 Municipal Bond ETF
BSMR
$340M
$921K 0.03%
38,953
MGV icon
372
Vanguard Mega Cap Value ETF
MGV
$12.4B
$919K 0.03%
6,340
-9
GWW icon
373
W.W. Grainger
GWW
$61.4B
$909K 0.03%
833
+63
IXUS icon
374
iShares Core MSCI Total International Stock ETF
IXUS
$56.4B
$909K 0.03%
10,489
+42
UPRO icon
375
ProShares UltraPro S&P 500
UPRO
$5.12B
$905K 0.03%
+9,332
13 14
15
16 17