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
FTNT icon
551
Fortinet
FTNT
$106B
$418K 0.01%
5,109
-218
EWW icon
552
iShares MSCI Mexico ETF
EWW
$1.9B
$417K 0.01%
5,539
+1,260
IWC icon
553
iShares Micro-Cap ETF
IWC
$1.37B
$415K 0.01%
+2,600
FENY icon
554
Fidelity MSCI Energy Index ETF
FENY
$1.94B
$414K 0.01%
12,183
+1,574
CMI icon
555
Cummins
CMI
$89.9B
$411K 0.01%
763
+352
BTC
556
Grayscale Bitcoin Mini Trust ETF
BTC
$3.2B
$411K 0.01%
13,688
+398
IMTM icon
557
iShares MSCI Intl Momentum Factor ETF
IMTM
$3.92B
$410K 0.01%
8,544
+1,072
BSCQ icon
558
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
$3.82B
$407K 0.01%
20,819
-19,990
NGG icon
559
National Grid
NGG
$81.5B
$406K 0.01%
4,804
-99
ADP icon
560
Automatic Data Processing
ADP
$92.7B
$402K 0.01%
1,978
-707
DOW icon
561
Dow Inc
DOW
$24.5B
$402K 0.01%
9,640
+462
NKE icon
562
Nike
NKE
$63.6B
$401K 0.01%
7,593
+3,144
QDF icon
563
FlexShares Quality Dividend Index Fund
QDF
$2.15B
$401K 0.01%
5,067
VFMF icon
564
Vanguard US Multifactor ETF
VFMF
$618M
$399K 0.01%
+2,574
WMB icon
565
Williams Companies
WMB
$88B
$397K 0.01%
5,455
-77
PKG icon
566
Packaging Corp of America
PKG
$19.9B
$396K 0.01%
1,865
-35
VIOG icon
567
Vanguard S&P Small-Cap 600 Growth ETF
VIOG
$966M
$394K 0.01%
3,167
+5
LHX icon
568
L3Harris
LHX
$57.3B
$394K 0.01%
1,141
-213
PRU icon
569
Prudential Financial
PRU
$36.3B
$392K 0.01%
4,011
-88
TYL icon
570
Tyler Technologies
TYL
$12.8B
$390K 0.01%
1,139
-24
FNOV icon
571
FT Vest US Equity Buffer ETF November
FNOV
$1.24B
$389K 0.01%
7,287
SNTH
572
MRP SynthEquity ETF
SNTH
$174M
$388K 0.01%
+14,770
EHC icon
573
Encompass Health
EHC
$10.3B
$388K 0.01%
4,006
-95
SPMD icon
574
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$17.4B
$387K 0.01%
6,540
+2,177
LW icon
575
Lamb Weston
LW
$5.82B
$387K 0.01%
+9,159
21 22
23
24 25