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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
$2.84B
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
IBB icon
401
iShares Biotechnology ETF
IBB
$8.58B
$755K 0.03%
4,476
-60
BRK.A icon
402
Berkshire Hathaway Class A
BRK.A
$1.05T
$755K 0.03%
1
ZBH icon
403
Zimmer Biomet
ZBH
$17.6B
$752K 0.03%
8,360
JEPQ icon
404
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
$39.2B
$739K 0.03%
12,716
+8,068
VLUE icon
405
iShares MSCI USA Value Factor ETF
VLUE
$15.1B
$738K 0.03%
5,401
-10
BOXX icon
406
Alpha Architect 1-3 Month Box ETF
BOXX
$12.6B
$737K 0.03%
+6,404
O icon
407
Realty Income
O
$57.9B
$732K 0.03%
12,980
+7,543
IYJ icon
408
iShares US Industrials ETF
IYJ
$1.85B
$729K 0.03%
4,918
-187
PYPL icon
409
PayPal
PYPL
$37.4B
$727K 0.03%
12,445
+1,351
TMO icon
410
Thermo Fisher Scientific
TMO
$188B
$724K 0.03%
1,250
+40
EOSE icon
411
Eos Energy Enterprises
EOSE
$2.07B
$723K 0.03%
63,077
-14,973
FBT icon
412
First Trust NYSE Arca Biotechnology Index Fund
FBT
$2.8B
$722K 0.03%
3,498
-54
NEM icon
413
Newmont
NEM
$102B
$714K 0.03%
7,155
+1,470
POOL icon
414
Pool Corp
POOL
$7.56B
$707K 0.02%
3,089
-112
CALI
415
BlackRock ETF Trust II iShares Short-Term California Muni Active ETF
CALI
$399M
$706K 0.02%
14,000
CVNA icon
416
Carvana
CVNA
$47.4B
$706K 0.02%
8,360
+5
FUMB icon
417
First Trust Ultra Short Duration Municipal ETF
FUMB
$245M
$705K 0.02%
35,150
+6,893
AXON
418
DELISTED
Axon Enterprise
AXON
$704K 0.02%
1,240
+579
SYK icon
419
Stryker
SYK
$121B
$696K 0.02%
1,980
+83
ITW icon
420
Illinois Tool Works
ITW
$77.8B
$694K 0.02%
2,818
+37
AOA icon
421
iShares Core 80/20 Aggressive Allocation ETF
AOA
$3.16B
$694K 0.02%
7,748
-6
HUM icon
422
Humana
HUM
$45.1B
$693K 0.02%
2,706
-5
ADP icon
423
Automatic Data Processing
ADP
$86.4B
$691K 0.02%
2,685
-54
DGRW icon
424
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$16.4B
$691K 0.02%
7,723
+1,534
HGER icon
425
Harbor Commodity All-Weather Strategy ETF
HGER
$3.23B
$686K 0.02%
+27,657
15 16
17
18 19