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
VOO icon
26
Vanguard S&P 500 ETF
VOO
$805B
$17.6M 0.68%
28,790
-920
ABBV icon
27
AbbVie
ABBV
$400B
$17.5M 0.67%
75,648
-1,118
VTI icon
28
Vanguard Total Stock Market ETF
VTI
$567B
$17.1M 0.66%
52,161
+5,392
COST icon
29
Costco
COST
$397B
$16.9M 0.65%
18,268
-233
AER icon
30
AerCap
AER
$23.8B
$16.6M 0.64%
137,087
+1
WMT icon
31
Walmart
WMT
$917B
$15.9M 0.61%
153,872
+6,080
ISRG icon
32
Intuitive Surgical
ISRG
$204B
$14.9M 0.57%
33,338
+779
VBR icon
33
Vanguard Small-Cap Value ETF
VBR
$32B
$14.7M 0.57%
70,654
+3,565
IBM icon
34
IBM
IBM
$288B
$14.7M 0.56%
52,074
+400
HD icon
35
Home Depot
HD
$353B
$14.6M 0.56%
36,075
+675
TSM icon
36
TSMC
TSM
$1.53T
$14.4M 0.55%
51,568
+24,535
ORCL icon
37
Oracle
ORCL
$620B
$14.3M 0.55%
50,712
+3,150
SPYV icon
38
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$31.6B
$14.1M 0.54%
254,451
+3,132
IJH icon
39
iShares Core S&P Mid-Cap ETF
IJH
$102B
$13.7M 0.53%
209,407
+48
RDDT icon
40
Reddit
RDDT
$44.4B
$13.7M 0.52%
59,352
-4,829
SCHF icon
41
Schwab International Equity ETF
SCHF
$54B
$13.1M 0.5%
562,327
+3,995
AUSF icon
42
Global X Adaptive US Factor ETF
AUSF
$740M
$13M 0.5%
278,581
+168,795
DGRO icon
43
iShares Core Dividend Growth ETF
DGRO
$35.5B
$12.9M 0.49%
188,840
-138
BUFR icon
44
FT Vest Fund of Buffer ETFs
BUFR
$8.14B
$12.5M 0.48%
375,508
+8,466
SCHB icon
45
Schwab US Broad Market ETF
SCHB
$38.5B
$12.5M 0.48%
485,586
+2,540
CVX icon
46
Chevron
CVX
$300B
$12.2M 0.47%
78,813
+469
IEFA icon
47
iShares Core MSCI EAFE ETF
IEFA
$161B
$11.2M 0.43%
128,703
+28,118
GOVT icon
48
iShares US Treasury Bond ETF
GOVT
$33.2B
$11.2M 0.43%
484,147
+22,441
SYBT icon
49
Stock Yards Bancorp
SYBT
$1.98B
$10.5M 0.4%
149,854
+5,300
GDX icon
50
VanEck Gold Miners ETF
GDX
$23.8B
$10.2M 0.39%
133,899
-2,256
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