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
VOO icon
26
Vanguard S&P 500 ETF
VOO
$952B
$19.6M 0.69%
32,764
+2,973
PLTR icon
27
Palantir
PLTR
$325B
$19.1M 0.68%
130,559
-3,698
AER icon
28
AerCap
AER
$21.6B
$19M 0.67%
138,276
+9,065
COST icon
29
Costco
COST
$431B
$18M 0.64%
18,063
-347
VTI icon
30
Vanguard Total Stock Market ETF
VTI
$640B
$17.7M 0.63%
55,047
+484
ABBV icon
31
AbbVie
ABBV
$401B
$16.6M 0.59%
76,404
+1,206
VBR icon
32
Vanguard Small-Cap Value ETF
VBR
$35.3B
$16.5M 0.59%
75,953
+2,176
AMD icon
33
Advanced Micro Devices
AMD
$760B
$16.2M 0.58%
79,803
+17,000
MU icon
34
Micron Technology
MU
$974B
$16.2M 0.58%
48,008
+41,211
CVX icon
35
Chevron
CVX
$373B
$16.1M 0.57%
77,691
-7
ISRG icon
36
Intuitive Surgical
ISRG
$149B
$15.6M 0.55%
33,870
-143
SHOP icon
37
Shopify
SHOP
$142B
$14.7M 0.52%
123,830
-13,251
SCHF icon
38
Schwab International Equity ETF
SCHF
$64B
$14.6M 0.52%
587,923
+10,975
SPYV icon
39
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$35B
$14.4M 0.51%
255,324
+1,934
IJH icon
40
iShares Core S&P Mid-Cap ETF
IJH
$118B
$14.4M 0.51%
212,780
+1,067
SLV icon
41
iShares Silver Trust
SLV
$32.9B
$14M 0.5%
205,248
+23,690
KLAC icon
42
KLA
KLAC
$252B
$13.9M 0.49%
9,456
-122
SPYM
43
State Street SPDR Portfolio S&P 500 ETF
SPYM
$143B
$13.8M 0.49%
180,158
-6,942
JNJ icon
44
Johnson & Johnson
JNJ
$560B
$13.8M 0.49%
56,350
+3,448
DGRO icon
45
iShares Core Dividend Growth ETF
DGRO
$40.6B
$13.6M 0.48%
193,078
+4,285
IEFA icon
46
iShares Core MSCI EAFE ETF
IEFA
$182B
$13.4M 0.48%
148,237
+12,351
BUFR icon
47
FT Vest Fund of Buffer ETFs
BUFR
$9.51B
$13.3M 0.47%
392,738
+8,596
IBM icon
48
IBM
IBM
$268B
$13.1M 0.46%
53,785
+1,150
LLY icon
49
Eli Lilly
LLY
$1.01T
$12.7M 0.45%
13,836
+18
GDX icon
50
VanEck Gold Miners ETF
GDX
$24B
$12.1M 0.43%
132,055
-668
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