MWM

Meridian Wealth Management Portfolio holdings

AUM $2.61B
1-Year Est. Return 29.73%
This Quarter Est. Return
1 Year Est. Return
+29.73%
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
+$24.3M
2
+$8.22M
3
+$7.85M
4
IDMO icon
Invesco S&P International Developed Momentum ETF
IDMO
+$7.27M
5
TSM icon
TSMC
TSM
+$6.85M

Top Sells

1
+$10.3M
2
+$9.98M
3
+$9.44M
4
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$7.61M
5
MRVL icon
Marvell Technology
MRVL
+$6.03M

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
EW icon
551
Edwards Lifesciences
EW
$49.2B
$359K 0.01%
4,617
+1
DMAC icon
552
DiaMedica Therapeutics
DMAC
$456M
$355K 0.01%
51,666
+24,350
STRL icon
553
Sterling Infrastructure
STRL
$8.71B
$348K 0.01%
1,024
SLB icon
554
SLB Ltd
SLB
$57.6B
$346K 0.01%
+10,080
APH icon
555
Amphenol
APH
$155B
$346K 0.01%
2,792
+741
XLC icon
556
State Street Communication Services Select Sector SPDR ETF
XLC
$26.5B
$345K 0.01%
2,911
-9
NGG icon
557
National Grid
NGG
$76.6B
$343K 0.01%
4,718
-600
UBOT icon
558
Direxion Daily Robotics, Artificial Intelligence & Automation Index Bull 2X Shares
UBOT
$30.3M
$342K 0.01%
13,686
-7,000
HIMS icon
559
Hims & Hers Health
HIMS
$7.96B
$339K 0.01%
5,970
-862
IWX icon
560
iShares Russell Top 200 Value ETF
IWX
$3.04B
$338K 0.01%
3,844
+7
SLYV icon
561
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
$4.19B
$336K 0.01%
3,791
-65
PHM icon
562
Pultegroup
PHM
$24.2B
$331K 0.01%
2,505
-2,775
SLYG icon
563
State Street SPDR S&P 600 Small Cap Growth ETF
SLYG
$3.64B
$331K 0.01%
3,509
+1,223
O icon
564
Realty Income
O
$53.1B
$331K 0.01%
5,437
-6
MTUM icon
565
iShares MSCI USA Momentum Factor ETF
MTUM
$19.8B
$326K 0.01%
1,272
-13
IBDW icon
566
iShares iBonds Dec 2031 Term Corporate ETF
IBDW
$2.06B
$325K 0.01%
15,315
+1,601
CGXU icon
567
Capital Group International Focus Equity ETF
CGXU
$4.28B
$321K 0.01%
+10,842
SMCI icon
568
Super Micro Computer
SMCI
$17.8B
$320K 0.01%
6,685
+1,312
EZU icon
569
iShare MSCI Eurozone ETF
EZU
$8.54B
$319K 0.01%
5,151
-2,123
ETH
570
Grayscale Ethereum Mini Trust ETF
ETH
$2.09B
$318K 0.01%
+8,124
DSGX icon
571
Descartes Systems
DSGX
$7.65B
$314K 0.01%
+3,337
RSG icon
572
Republic Services
RSG
$66.2B
$311K 0.01%
1,355
+262
SCHK icon
573
Schwab 1000 Index ETF
SCHK
$4.75B
$310K 0.01%
9,654
+26
BALL icon
574
Ball Corp
BALL
$13.9B
$309K 0.01%
6,130
-8
CLX icon
575
Clorox
CLX
$12.4B
$306K 0.01%
2,485
-3
21 22
23
24 25