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
VMBS icon
451
Vanguard Mortgage-Backed Securities ETF
VMBS
$14.4B
$550K 0.02%
11,750
+4,959
GDXJ icon
452
VanEck Junior Gold Miners ETF
GDXJ
$9.29B
$546K 0.02%
5,510
MTB icon
453
M&T Bank
MTB
$31.3B
$545K 0.02%
2,759
+291
UMAR icon
454
Innovator US Equity Ultra Buffer ETF March
UMAR
$118M
$544K 0.02%
13,941
-2,688
BSX icon
455
Boston Scientific
BSX
$137B
$542K 0.02%
5,548
+3,392
MCO icon
456
Moody's
MCO
$87B
$533K 0.02%
1,118
+159
IVOG icon
457
Vanguard S&P Mid-Cap 400 Growth ETF
IVOG
$1.37B
$532K 0.02%
4,450
LNG icon
458
Cheniere Energy
LNG
$40.6B
$532K 0.02%
2,262
+464
BSMS icon
459
Invesco BulletShares 2028 Municipal Bond ETF
BSMS
$246M
$529K 0.02%
22,576
IVOV icon
460
Vanguard S&P Mid-Cap 400 Value ETF
IVOV
$1.16B
$524K 0.02%
5,198
+677
PODD icon
461
Insulet
PODD
$20.5B
$524K 0.02%
1,696
+334
JIRE icon
462
JPMorgan International Research Enhanced Equity ETF
JIRE
$9.75B
$523K 0.02%
7,113
+97
RMD icon
463
ResMed
RMD
$36.9B
$523K 0.02%
1,910
+394
SRE icon
464
Sempra
SRE
$57.8B
$521K 0.02%
5,794
-92
EHC icon
465
Encompass Health
EHC
$10.8B
$521K 0.02%
4,101
-2
HEDJ icon
466
WisdomTree Europe Hedged Equity Fund
HEDJ
$1.77B
$520K 0.02%
10,312
ACWX icon
467
iShares MSCI ACWI ex US ETF
ACWX
$7.72B
$514K 0.02%
7,901
+3,093
LMBS icon
468
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
$5.66B
$513K 0.02%
10,308
+3,563
SONO icon
469
Sonos
SONO
$2.2B
$510K 0.02%
32,304
+3,274
ROL icon
470
Rollins
ROL
$28.9B
$510K 0.02%
8,687
+833
USB icon
471
US Bancorp
USB
$83.5B
$510K 0.02%
10,550
+282
MSI icon
472
Motorola Solutions
MSI
$60.7B
$509K 0.02%
1,114
-551
COR icon
473
Cencora
COR
$67.1B
$505K 0.02%
1,616
-45
QLC icon
474
FlexShares US Quality Large Cap Index Fund
QLC
$717M
$505K 0.02%
6,478
DFNM icon
475
Dimensional National Municipal Bond ETF
DFNM
$1.85B
$505K 0.02%
10,521
+2,028
17 18
19
20 21