MWM

Meridian Wealth Management Portfolio holdings

AUM $2.61B
1-Year Est. Return 29.73%
This Quarter Est. Return
1 Year Est. Return
+29.73%
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
+$24.3M
2
+$8.22M
3
+$7.85M
4
IDMO icon
Invesco S&P International Developed Momentum ETF
IDMO
+$7.27M
5
TSM icon
TSMC
TSM
+$6.85M

Top Sells

1
+$10.3M
2
+$9.98M
3
+$9.44M
4
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$7.61M
5
MRVL icon
Marvell Technology
MRVL
+$6.03M

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
CVNA icon
426
Carvana
CVNA
$63.3B
$630K 0.02%
1,671
+2
BSMP icon
427
Invesco BulletShares 2025 Municipal Bond ETF
BSMP
$181M
$625K 0.02%
25,480
-6,116
MOO icon
428
VanEck Agribusiness ETF
MOO
$593M
$610K 0.02%
8,300
FTCS icon
429
First Trust Capital Strength ETF
FTCS
$8.22B
$605K 0.02%
6,464
+4,052
STK
430
Columbia Seligman Premium Technology Growth Fund
STK
$626M
$605K 0.02%
17,124
-295
BSMT icon
431
Invesco BulletShares 2029 Municipal Bond ETF
BSMT
$224M
$604K 0.02%
26,155
HYDB icon
432
iShares High Yield Systematic Bond ETF
HYDB
$1.65B
$600K 0.02%
12,535
+1,748
VHT icon
433
Vanguard Health Care ETF
VHT
$17.5B
$593K 0.02%
2,285
-325
TYL icon
434
Tyler Technologies
TYL
$19.6B
$590K 0.02%
1,128
+186
MTD icon
435
Mettler-Toledo International
MTD
$28.5B
$589K 0.02%
480
+8
TMO icon
436
Thermo Fisher Scientific
TMO
$215B
$587K 0.02%
1,210
+67
SPOT icon
437
Spotify
SPOT
$119B
$583K 0.02%
835
+512
AZO icon
438
AutoZone
AZO
$57.9B
$582K 0.02%
136
-26
BTC
439
Grayscale Bitcoin Mini Trust ETF
BTC
$3.75B
$582K 0.02%
11,486
+2,275
USMV icon
440
iShares MSCI USA Min Vol Factor ETF
USMV
$22.7B
$581K 0.02%
6,105
-3
COP icon
441
ConocoPhillips
COP
$117B
$578K 0.02%
6,111
-570
FSTA icon
442
Fidelity MSCI Consumer Staples Index ETF
FSTA
$1.34B
$577K 0.02%
11,587
-921
SNPS icon
443
Synopsys
SNPS
$86.6B
$575K 0.02%
1,165
+7
TSCO icon
444
Tractor Supply
TSCO
$28B
$574K 0.02%
10,100
-284
CME icon
445
CME Group
CME
$98.1B
$573K 0.02%
2,121
-20
FUMB icon
446
First Trust Ultra Short Duration Municipal ETF
FUMB
$215M
$568K 0.02%
28,257
+16,257
AEP icon
447
American Electric Power
AEP
$61.8B
$567K 0.02%
5,044
+75
ALL icon
448
Allstate
ALL
$55.5B
$557K 0.02%
2,594
-1
BE icon
449
Bloom Energy
BE
$21.2B
$553K 0.02%
+6,543
DGRW icon
450
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$16B
$551K 0.02%
6,189
-984
16 17
18
19 20