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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
ACWX icon
476
iShares MSCI ACWI ex US ETF
ACWX
$11.6B
$560K 0.02%
8,346
+445
SOUN icon
477
SoundHound AI
SOUN
$2.7B
$559K 0.02%
56,111
+953
REMX icon
478
VanEck Rare Earth/Strategic Metals ETF
REMX
$2.76B
$555K 0.02%
+7,504
CME icon
479
CME Group
CME
$82.5B
$555K 0.02%
2,031
-90
IUSV icon
480
iShares Core S&P US Value ETF
IUSV
$26.3B
$553K 0.02%
5,390
+633
ZS icon
481
Zscaler
ZS
$20.3B
$553K 0.02%
+2,457
MNST icon
482
Monster Beverage
MNST
$93.5B
$552K 0.02%
7,199
+1,440
COR icon
483
Cencora
COR
$56.2B
$550K 0.02%
1,627
+11
IVOG icon
484
Vanguard S&P Mid-Cap 400 Growth ETF
IVOG
$1.66B
$549K 0.02%
4,570
+120
HEDJ icon
485
WisdomTree Europe Hedged Equity Fund
HEDJ
$1.84B
$547K 0.02%
10,312
CNI icon
486
Canadian National Railway
CNI
$73B
$542K 0.02%
5,485
+261
EPD icon
487
Enterprise Products Partners
EPD
$79.8B
$535K 0.02%
16,699
+2,759
IVOV icon
488
Vanguard S&P Mid-Cap 400 Value ETF
IVOV
$1.33B
$535K 0.02%
5,292
+94
EME icon
489
Emcor
EME
$38.4B
$530K 0.02%
867
+303
ITA icon
490
iShares US Aerospace & Defense ETF
ITA
$14.1B
$528K 0.02%
2,461
+68
TYL icon
491
Tyler Technologies
TYL
$11.8B
$528K 0.02%
1,163
+35
SLB icon
492
SLB Ltd
SLB
$70.6B
$526K 0.02%
13,695
+3,615
ALL icon
493
Allstate
ALL
$59.8B
$525K 0.02%
2,523
-71
QLC icon
494
FlexShares US Quality Large Cap Index Fund
QLC
$957M
$525K 0.02%
6,478
LNG icon
495
Cheniere Energy
LNG
$49.4B
$523K 0.02%
2,691
+429
BTC
496
Grayscale Bitcoin Mini Trust ETF
BTC
$3.16B
$515K 0.02%
13,290
+1,804
IWV icon
497
iShares Russell 3000 ETF
IWV
$19.1B
$511K 0.02%
1,322
ASCE
498
Allspring SMID Core ETF
ASCE
$103M
$505K 0.02%
+18,837
LMBS icon
499
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
$6.34B
$499K 0.02%
9,991
-317
HWKN icon
500
Hawkins
HWKN
$3.5B
$498K 0.02%
3,505
18 19
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