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
XLB icon
376
State Street Materials Select Sector SPDR ETF
XLB
$6.94B
$868K 0.03%
19,138
-784
SOXL icon
377
Direxion Daily Semiconductor Bull 3X Shares
SOXL
$8.65B
$867K 0.03%
20,616
-762
SAP icon
378
SAP
SAP
$236B
$854K 0.03%
3,515
+40
CI icon
379
Cigna
CI
$71.6B
$846K 0.03%
3,073
+29
CASY icon
380
Casey's General Stores
CASY
$24.6B
$840K 0.03%
1,519
+58
IVW icon
381
iShares S&P 500 Growth ETF
IVW
$63.2B
$837K 0.03%
6,790
-195
SHEL icon
382
Shell
SHEL
$239B
$835K 0.03%
11,358
+723
FLRN icon
383
State Street SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
$2.77B
$825K 0.03%
26,854
-1,298
ECL icon
384
Ecolab
ECL
$79.7B
$823K 0.03%
3,133
+100
PPG icon
385
PPG Industries
PPG
$23.8B
$810K 0.03%
7,908
+574
XAR icon
386
State Street SPDR S&P Aerospace & Defense ETF
XAR
$6.1B
$801K 0.03%
3,319
+49
BSCQ icon
387
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
$4.16B
$799K 0.03%
40,809
-9,024
DSI icon
388
iShares MSCI KLD 400 Social ETF
DSI
$4.81B
$798K 0.03%
6,194
HEFA icon
389
iShares Currency Hedged MSCI EAFE ETF
HEFA
$6.89B
$798K 0.03%
19,293
-867
BLK icon
390
Blackrock
BLK
$149B
$787K 0.03%
735
+36
IYF icon
391
iShares US Financials ETF
IYF
$3.72B
$786K 0.03%
6,100
+353
GWW icon
392
W.W. Grainger
GWW
$52.7B
$777K 0.03%
770
+279
CGIC
393
Capital Group International Core Equity ETF
CGIC
$1.39B
$775K 0.03%
23,855
VTIP icon
394
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$16.2B
$774K 0.03%
15,640
+212
CGMU icon
395
Capital Group Municipal Income ETF
CGMU
$5.34B
$771K 0.03%
28,173
+512
VPU icon
396
Vanguard Utilities ETF
VPU
$8.64B
$768K 0.03%
4,153
+60
SNOW icon
397
Snowflake
SNOW
$61.8B
$767K 0.03%
+3,496
CVS icon
398
CVS Health
CVS
$99.1B
$762K 0.03%
9,605
+190
MPC icon
399
Marathon Petroleum
MPC
$65.2B
$762K 0.03%
4,684
+318
INTU icon
400
Intuit
INTU
$133B
$756K 0.03%
1,142
-29
14 15
16
17 18