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
SCCO icon
426
Southern Copper
SCCO
$153B
$686K 0.02%
4,821
+1,528
TT icon
427
Trane Technologies
TT
$93.7B
$685K 0.02%
1,760
-439
PLD icon
428
Prologis
PLD
$125B
$684K 0.02%
5,356
+1,993
IAUM icon
429
iShares Gold Trust Micro
IAUM
$8.12B
$680K 0.02%
+15,828
MTD icon
430
Mettler-Toledo International
MTD
$24.6B
$680K 0.02%
488
+8
CTM icon
431
Castellum
CTM
$85.2M
$673K 0.02%
745,150
+60,550
RGTI icon
432
Rigetti Computing
RGTI
$5.61B
$672K 0.02%
30,339
+42
VHT icon
433
Vanguard Health Care ETF
VHT
$17B
$668K 0.02%
2,319
+34
SDY icon
434
State Street SPDR S&P Dividend ETF
SDY
$21.4B
$666K 0.02%
4,787
-446
CL icon
435
Colgate-Palmolive
CL
$75B
$665K 0.02%
8,417
-425
GM icon
436
General Motors
GM
$68B
$659K 0.02%
8,092
-16
NSC icon
437
Norfolk Southern
NSC
$68B
$657K 0.02%
2,274
+1
STK
438
Columbia Seligman Premium Technology Growth Fund
STK
$673M
$652K 0.02%
17,734
+610
SCHW icon
439
Charles Schwab
SCHW
$167B
$652K 0.02%
6,521
+1,386
RF icon
440
Regions Financial
RF
$23.3B
$649K 0.02%
23,935
+15
CTAS icon
441
Cintas
CTAS
$81.4B
$649K 0.02%
3,448
+170
IJJ icon
442
iShares S&P Mid-Cap 400 Value ETF
IJJ
$8.11B
$648K 0.02%
4,925
-10
BE icon
443
Bloom Energy
BE
$37.9B
$643K 0.02%
7,397
+854
TQQQ icon
444
ProShares UltraPro QQQ
TQQQ
$26.2B
$643K 0.02%
12,189
-5,389
SRE icon
445
Sempra
SRE
$60.5B
$640K 0.02%
7,244
+1,450
CRWV
446
CoreWeave Inc
CRWV
$38.4B
$635K 0.02%
8,866
+5,801
BSMS icon
447
Invesco BulletShares 2028 Municipal Bond ETF
BSMS
$276M
$631K 0.02%
26,834
+4,258
IJT icon
448
iShares S&P Small-Cap 600 Growth ETF
IJT
$6.53B
$630K 0.02%
4,463
-92
SONO icon
449
Sonos
SONO
$1.72B
$629K 0.02%
35,827
+3,523
TBIL
450
F/m US Treasury 3 Month Bill Fund
TBIL
$6.4B
$625K 0.02%
12,528
-24,374
16 17
18
19 20