MWM

Meridian Wealth Management Portfolio holdings

AUM $2.84B
1-Year Est. Return 28.26%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.26%
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
+$23.3M
2
+$7.69M
3
+$7.31M
4
IDMO icon
Invesco S&P International Developed Momentum ETF
IDMO
+$7.04M
5
TSM icon
TSMC
TSM
+$6M

Top Sells

1
+$10.1M
2
+$9.95M
3
+$8.16M
4
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$7.52M
5
XMHQ icon
Invesco S&P MidCap Quality ETF
XMHQ
+$5.7M

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
NUVB icon
526
Nuvation Bio
NUVB
$1.54B
$405K 0.02%
109,365
+22,250
IQV icon
527
IQVIA
IQV
$28.4B
$404K 0.02%
2,129
+10
QDF icon
528
FlexShares Quality Dividend Index Fund
QDF
$1.96B
$402K 0.02%
5,067
BSMU icon
529
Invesco BulletShares 2030 Municipal Bond ETF
BSMU
$242M
$402K 0.02%
18,326
IUSB icon
530
iShares Core Universal USD Bond ETF
IUSB
$35.6B
$401K 0.02%
8,582
+276
PEY icon
531
Invesco High Yield Equity Dividend Achievers ETF
PEY
$1.01B
$398K 0.02%
18,875
-843
SCCO icon
532
Southern Copper
SCCO
$132B
$393K 0.02%
+3,293
CP icon
533
Canadian Pacific Kansas City
CP
$71B
$393K 0.02%
5,270
+1,024
MNST icon
534
Monster Beverage
MNST
$70.4B
$388K 0.01%
5,759
-129
PLD icon
535
Prologis
PLD
$121B
$385K 0.01%
3,363
+1,193
VIOG icon
536
Vanguard S&P Small-Cap 600 Growth ETF
VIOG
$840M
$383K 0.01%
3,148
+5
IBMQ icon
537
iShares iBonds Dec 2028 Term Muni Bond ETF
IBMQ
$629M
$379K 0.01%
14,801
+1,847
FOCT icon
538
FT Vest US Equity Buffer ETF October
FOCT
$1.08B
$379K 0.01%
7,983
CHDN icon
539
Churchill Downs
CHDN
$6.1B
$372K 0.01%
3,836
+61
TXRH icon
540
Texas Roadhouse
TXRH
$11B
$371K 0.01%
2,234
+224
MSTY icon
541
YieldMax MSTR Option Income Strategy ETF
MSTY
$1.06B
$368K 0.01%
5,273
+1,183
EME icon
542
Emcor
EME
$32.3B
$366K 0.01%
+564
IYT icon
543
iShares US Transportation ETF
IYT
$943M
$366K 0.01%
5,104
IYE icon
544
iShares US Energy ETF
IYE
$1.77B
$365K 0.01%
7,674
+138
CVE icon
545
Cenovus Energy
CVE
$48.8B
$364K 0.01%
21,405
-102
ARM icon
546
Arm
ARM
$164B
$364K 0.01%
2,570
MSCI icon
547
MSCI
MSCI
$39.1B
$362K 0.01%
639
-113
KRE icon
548
State Street SPDR S&P Regional Banking ETF
KRE
$3.71B
$361K 0.01%
5,708
+29
RDVY icon
549
First Trust Rising Dividend Achievers ETF
RDVY
$19.6B
$360K 0.01%
+5,355
FDN icon
550
First Trust Dow Jones Internet Index Fund ETF
FDN
$4.61B
$360K 0.01%
1,285
-17
20 21
22
23 24