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
SDY icon
426
State Street SPDR S&P Dividend ETF
SDY
$21.1B
$694K 0.02%
4,757
-30
ARLP icon
427
Alliance Resource Partners
ARLP
$3.35B
$692K 0.02%
25,027
+4,479
AOA icon
428
iShares Core 80/20 Aggressive Allocation ETF
AOA
$3.11B
$686K 0.02%
7,748
HAL icon
429
Halliburton
HAL
$34.4B
$678K 0.02%
17,396
+3,938
DBMF icon
430
iMGP DBi Managed Futures Strategy ETF
DBMF
$3.83B
$677K 0.02%
22,464
+8,987
MTB icon
431
M&T Bank
MTB
$32.5B
$676K 0.02%
3,268
+196
SYK icon
432
Stryker
SYK
$115B
$675K 0.02%
2,055
+75
STK
433
Columbia Seligman Premium Technology Growth Fund
STK
$995M
$673K 0.02%
17,747
+13
GRMN icon
434
Garmin
GRMN
$46.7B
$672K 0.02%
2,897
-140
FDX icon
435
FedEx
FDX
$78.3B
$666K 0.02%
1,871
+1,134
JNK icon
436
State Street SPDR Bloomberg High Yield Bond ETF
JNK
$7.63B
$662K 0.02%
6,919
-2,554
IYF icon
437
iShares US Financials ETF
IYF
$3.57B
$658K 0.02%
5,589
-511
NSC icon
438
Norfolk Southern
NSC
$69B
$657K 0.02%
2,290
+16
DGX icon
439
Quest Diagnostics
DGX
$21.7B
$657K 0.02%
3,352
GM icon
440
General Motors
GM
$75B
$657K 0.02%
8,717
+625
MNST icon
441
Monster Beverage
MNST
$86.6B
$655K 0.02%
9,037
+1,838
TMO icon
442
Thermo Fisher Scientific
TMO
$179B
$654K 0.02%
1,331
+81
MTD icon
443
Mettler-Toledo International
MTD
$23.9B
$653K 0.02%
518
+30
PKW icon
444
Invesco BuyBack Achievers ETF
PKW
$1.63B
$648K 0.02%
+4,934
SRE icon
445
Sempra
SRE
$59.1B
$642K 0.02%
6,607
-637
SCYB icon
446
Schwab High Yield Bond ETF
SCYB
$2.51B
$642K 0.02%
24,686
+7,964
FXG icon
447
First Trust Consumer Staples AlphaDEX Fund
FXG
$222M
$639K 0.02%
10,029
INTC icon
448
Intel
INTC
$562B
$638K 0.02%
14,602
+1,751
VLO icon
449
Valero Energy
VLO
$76.9B
$633K 0.02%
2,563
+1,098
ALL icon
450
Allstate
ALL
$54.3B
$633K 0.02%
3,054
+531
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18
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