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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
BSMT icon
451
Invesco BulletShares 2029 Municipal Bond ETF
BSMT
$279M
$624K 0.02%
26,955
+800
ICE icon
452
Intercontinental Exchange
ICE
$70.4B
$622K 0.02%
3,840
+15
MCO icon
453
Moody's
MCO
$76.7B
$620K 0.02%
1,214
+96
NUE icon
454
Nucor
NUE
$56.7B
$620K 0.02%
3,799
+338
AZO icon
455
AutoZone
AZO
$50B
$619K 0.02%
183
+47
MTB icon
456
M&T Bank
MTB
$34.7B
$619K 0.02%
3,072
+313
HACK icon
457
Amplify Cybersecurity ETF
HACK
$2.37B
$617K 0.02%
7,676
-100
GRMN
458
DELISTED
Garmin
GRMN
$616K 0.02%
3,037
+401
DVA icon
459
DaVita
DVA
$13.7B
$612K 0.02%
5,384
+5
SPHY icon
460
State Street SPDR Portfolio High Yield Bond ETF
SPHY
$11.1B
$610K 0.02%
25,768
-196,052
FXG icon
461
First Trust Consumer Staples AlphaDEX Fund
FXG
$224M
$609K 0.02%
10,029
-1,020
FTCS icon
462
First Trust Capital Strength ETF
FTCS
$7.61B
$604K 0.02%
6,534
+70
MOO icon
463
VanEck Agribusiness ETF
MOO
$923M
$604K 0.02%
8,300
BSMU icon
464
Invesco BulletShares 2030 Municipal Bond ETF
BSMU
$258M
$604K 0.02%
27,412
+9,086
MAGS icon
465
Listed Funds Trust Roundhill Magnificent Seven ETF
MAGS
$3.33B
$594K 0.02%
+9,008
DGX icon
466
Quest Diagnostics
DGX
$22.8B
$582K 0.02%
3,352
DEFR
467
Aptus Deferred Income ETF
DEFR
$138M
$581K 0.02%
+21,758
FSTA icon
468
Fidelity MSCI Consumer Staples Index ETF
FSTA
$1.39B
$580K 0.02%
11,791
+204
USMV icon
469
iShares MSCI USA Min Vol Factor ETF
USMV
$22.7B
$578K 0.02%
6,143
+38
ROK icon
470
Rockwell Automation
ROK
$53.4B
$576K 0.02%
+1,481
GDXJ icon
471
VanEck Junior Gold Miners ETF
GDXJ
$7.15B
$573K 0.02%
5,036
-474
CEG icon
472
Constellation Energy
CEG
$96B
$570K 0.02%
1,615
+381
IGIB icon
473
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$18.4B
$567K 0.02%
10,514
-11,706
USB icon
474
US Bancorp
USB
$95.3B
$566K 0.02%
10,609
+59
COP icon
475
ConocoPhillips
COP
$130B
$562K 0.02%
6,008
-103
17 18
19
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