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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
LHX icon
551
L3Harris
LHX
$53.5B
$397K 0.01%
1,354
+652
TEVA icon
552
Teva Pharmaceuticals
TEVA
$39.7B
$397K 0.01%
+12,712
XLC icon
553
State Street Communication Services Select Sector SPDR ETF
XLC
$22.5B
$396K 0.01%
3,368
+457
STWD icon
554
Starwood Property Trust
STWD
$6.17B
$394K 0.01%
21,895
PKG icon
555
Packaging Corp of America
PKG
$21.4B
$392K 0.01%
1,900
+27
FOCT icon
556
FT Vest US Equity Buffer ETF October
FOCT
$1.21B
$391K 0.01%
7,983
FDN icon
557
First Trust Dow Jones Internet Index Fund ETF
FDN
$4.9B
$385K 0.01%
1,431
+146
VIOG icon
558
Vanguard S&P Small-Cap 600 Growth ETF
VIOG
$1.07B
$384K 0.01%
3,162
+14
HAL icon
559
Halliburton
HAL
$28.8B
$380K 0.01%
13,458
+1,781
IYT icon
560
iShares US Transportation ETF
IYT
$2.52B
$380K 0.01%
5,104
NGG icon
561
National Grid
NGG
$82.7B
$379K 0.01%
4,903
+117
DBMF icon
562
iMGP DBi Managed Futures Strategy ETF
DBMF
$3.99B
$378K 0.01%
13,477
+4,051
DSGX icon
563
Descartes Systems
DSGX
$5.75B
$378K 0.01%
4,307
+970
IYH icon
564
iShares US Healthcare ETF
IYH
$3.21B
$376K 0.01%
5,778
+789
CHDN icon
565
Churchill Downs
CHDN
$5.92B
$376K 0.01%
3,303
-533
GFS icon
566
GlobalFoundries
GFS
$47.5B
$375K 0.01%
10,731
-755
PEY icon
567
Invesco High Yield Equity Dividend Achievers ETF
PEY
$1.08B
$374K 0.01%
18,352
-523
VRTX icon
568
Vertex Pharmaceuticals
VRTX
$123B
$367K 0.01%
810
+101
SPYI icon
569
NEOS S&P 500 High Income ETF
SPYI
$9.95B
$367K 0.01%
+6,990
JAAA icon
570
Janus Henderson AAA CLO ETF
JAAA
$28.4B
$367K 0.01%
7,255
-17,541
IQV icon
571
IQVIA
IQV
$31.3B
$367K 0.01%
1,626
-503
KRE icon
572
State Street SPDR S&P Regional Banking ETF
KRE
$4.53B
$365K 0.01%
5,640
-68
ARM icon
573
Arm
ARM
$380B
$365K 0.01%
3,342
+772
IYE icon
574
iShares US Energy ETF
IYE
$1.58B
$365K 0.01%
7,675
+1
BABA icon
575
Alibaba
BABA
$229B
$363K 0.01%
2,476
+906
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23
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