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
SAP icon
476
SAP
SAP
$218B
$576K 0.02%
3,365
-150
IYE icon
477
iShares US Energy ETF
IYE
$1.65B
$575K 0.02%
8,882
+1,207
ICE icon
478
Intercontinental Exchange
ICE
$80.3B
$572K 0.02%
3,637
-203
NUVB icon
479
Nuvation Bio
NUVB
$1.8B
$571K 0.02%
133,065
+19,500
SCHI icon
480
Schwab 5-10 Year Corporate Bond ETF
SCHI
$11.3B
$570K 0.02%
25,143
+6,625
CTAS icon
481
Cintas
CTAS
$72B
$569K 0.02%
3,362
-86
PSX icon
482
Phillips 66
PSX
$73.8B
$568K 0.02%
3,118
+989
USB icon
483
US Bancorp
USB
$86B
$568K 0.02%
10,914
+305
ENB icon
484
Enbridge
ENB
$124B
$563K 0.02%
10,394
-10
HACK icon
485
Amplify Cybersecurity ETF
HACK
$2.41B
$561K 0.02%
7,476
-200
FANG icon
486
Diamondback Energy
FANG
$57.1B
$561K 0.02%
+2,837
SONO icon
487
Sonos
SONO
$1.94B
$556K 0.02%
41,528
+5,701
CNI icon
488
Canadian National Railway
CNI
$72.5B
$553K 0.02%
5,382
-103
IVOV icon
489
Vanguard S&P Mid-Cap 400 Value ETF
IVOV
$1.27B
$540K 0.02%
5,299
+7
HWKN icon
490
Hawkins
HWKN
$3.18B
$538K 0.02%
3,505
SPHY icon
491
State Street SPDR Portfolio High Yield Bond ETF
SPHY
$11B
$537K 0.02%
23,022
-2,746
WDC icon
492
Western Digital
WDC
$198B
$537K 0.02%
+1,984
USMV icon
493
iShares MSCI USA Min Vol Factor ETF
USMV
$22.9B
$536K 0.02%
5,779
-364
NIO icon
494
NIO
NIO
$14.3B
$533K 0.02%
88,407
-380
URNM icon
495
Sprott Uranium Miners ETF
URNM
$1.99B
$527K 0.02%
+8,347
CVNA icon
496
Carvana
CVNA
$47.4B
$526K 0.02%
8,370
+10
RGTI icon
497
Rigetti Computing
RGTI
$8.03B
$524K 0.02%
37,342
+7,003
LITE icon
498
Lumentum
LITE
$73.5B
$524K 0.02%
+746
HEDJ icon
499
WisdomTree Europe Hedged Equity Fund
HEDJ
$1.82B
$522K 0.02%
9,982
-330
BLK icon
500
Blackrock
BLK
$159B
$520K 0.02%
540
-195
18 19
20
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