MWM

Meridian Wealth Management Portfolio holdings

AUM $2.84B
1-Year Est. Return 28.26%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.26%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.61B
AUM Growth
+$267M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
734
New
Increased
Reduced
Closed

Top Buys

1
+$23.3M
2
+$7.69M
3
+$7.31M
4
IDMO icon
Invesco S&P International Developed Momentum ETF
IDMO
+$7.04M
5
TSM icon
TSMC
TSM
+$6M

Top Sells

1
+$10.1M
2
+$9.95M
3
+$8.16M
4
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$7.52M
5
XMHQ icon
Invesco S&P MidCap Quality ETF
XMHQ
+$5.7M

Sector Composition

1 Technology 20.74%
2 Financials 9.13%
3 Consumer Discretionary 5.78%
4 Industrials 4.88%
5 Communication Services 4.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SOUN icon
351
SoundHound AI
SOUN
$2.56B
$887K 0.03%
55,158
+1,048
XLB icon
352
State Street Materials Select Sector SPDR ETF
XLB
$6.42B
$887K 0.03%
19,922
+1,390
GPIX icon
353
Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF
GPIX
$3.13B
$884K 0.03%
16,917
+3,613
FHLC icon
354
Fidelity MSCI Health Care Index ETF
FHLC
$2.77B
$883K 0.03%
13,204
-978
CI icon
355
Cigna
CI
$71.7B
$878K 0.03%
3,044
-428
MGV icon
356
Vanguard Mega Cap Value ETF
MGV
$11.2B
$873K 0.03%
6,339
+249
FLRN icon
357
State Street SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
$2.75B
$869K 0.03%
28,152
-954
TWLO icon
358
Twilio
TWLO
$19.1B
$868K 0.03%
8,670
+2,203
IXUS icon
359
iShares Core MSCI Total International Stock ETF
IXUS
$51.1B
$862K 0.03%
10,441
-378
CBRE icon
360
CBRE Group
CBRE
$39.8B
$854K 0.03%
5,421
+581
LULU icon
361
lululemon athletica
LULU
$17.5B
$852K 0.03%
4,786
+438
IUSG icon
362
iShares Core S&P US Growth ETF
IUSG
$25.6B
$848K 0.03%
5,152
+4
F icon
363
Ford
F
$46.3B
$846K 0.03%
70,774
-4,079
RCL icon
364
Royal Caribbean
RCL
$74.1B
$843K 0.03%
2,606
-835
IVW icon
365
iShares S&P 500 Growth ETF
IVW
$60.4B
$843K 0.03%
6,985
-190
ESGU icon
366
iShares ESG Aware MSCI USA ETF
ESGU
$14.8B
$842K 0.03%
5,782
-270
MPC icon
367
Marathon Petroleum
MPC
$73.1B
$841K 0.03%
4,366
-1,297
ECL icon
368
Ecolab
ECL
$74.6B
$831K 0.03%
3,033
+18
UBER icon
369
Uber
UBER
$144B
$828K 0.03%
8,449
-69
CASY icon
370
Casey's General Stores
CASY
$26.3B
$826K 0.03%
1,461
+138
ZBH icon
371
Zimmer Biomet
ZBH
$17.4B
$823K 0.03%
8,360
WPM icon
372
Wheaton Precious Metals
WPM
$54B
$823K 0.03%
7,355
+1,762
GLDM icon
373
SPDR Gold MiniShares Trust
GLDM
$28B
$820K 0.03%
+10,728
BLK icon
374
Blackrock
BLK
$151B
$815K 0.03%
699
+105
SHLD icon
375
Global X Defense Tech ETF
SHLD
$8.17B
$812K 0.03%
+11,555
13 14
15
16 17