MWM

Meridian Wealth Management Portfolio holdings

AUM $2.84B
1-Year Est. Return 28.25%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.25%
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
CVE icon
576
Cenovus Energy
CVE
$42.7B
$362K 0.01%
21,405
WWD icon
577
Woodward
WWD
$22.3B
$362K 0.01%
+1,197
UBOT icon
578
Direxion Daily Robotics, Artificial Intelligence & Automation Index Bull 2X Shares
UBOT
$29.2M
$361K 0.01%
14,125
+439
IMTM icon
579
iShares MSCI Intl Momentum Factor ETF
IMTM
$3.56B
$358K 0.01%
+7,472
TER icon
580
Teradyne
TER
$42.7B
$357K 0.01%
1,845
+264
UL icon
581
Unilever
UL
$146B
$356K 0.01%
5,440
-38,668
IWX icon
582
iShares Russell Top 200 Value ETF
IWX
$3.49B
$354K 0.01%
3,851
+7
IUSB icon
583
iShares Core Universal USD Bond ETF
IUSB
$35.7B
$354K 0.01%
7,600
-982
SNY icon
584
Sanofi
SNY
$108B
$353K 0.01%
7,278
-38,263
HIMS icon
585
Hims & Hers Health
HIMS
$3.59B
$352K 0.01%
10,846
+4,876
CARR icon
586
Carrier Global
CARR
$48.8B
$346K 0.01%
6,539
-1,266
BINC icon
587
BlackRock Flexible Income ETF
BINC
$17.1B
$344K 0.01%
6,510
+1,493
VFH icon
588
Vanguard Financials ETF
VFH
$12.6B
$343K 0.01%
2,567
+438
TNA icon
589
Direxion Daily Small Cap Bull 3x Shares
TNA
$1.37B
$342K 0.01%
+7,500
FXR icon
590
First Trust Industrials/Producer Durables AlphaDEX Fund
FXR
$730M
$340K 0.01%
4,261
-1,180
CTRA icon
591
Coterra Energy
CTRA
$23.6B
$335K 0.01%
12,718
+3,970
BALL icon
592
Ball Corp
BALL
$16.6B
$333K 0.01%
6,295
+165
WMB icon
593
Williams Companies
WMB
$90.7B
$333K 0.01%
5,532
+1,947
EZU icon
594
iShare MSCI Eurozone ETF
EZU
$9.4B
$331K 0.01%
5,162
+11
Q
595
Qnity Electronics Inc
Q
$23.1B
$326K 0.01%
+3,991
DD icon
596
DuPont de Nemours
DD
$18.5B
$325K 0.01%
+8,080
GLXY
597
Galaxy Digital Inc
GLXY
$3.92B
$323K 0.01%
14,458
+5,800
VTWO icon
598
Vanguard Russell 2000 ETF
VTWO
$13.5B
$322K 0.01%
3,240
+202
CGXU icon
599
Capital Group International Focus Equity ETF
CGXU
$4.78B
$321K 0.01%
10,878
+36
GLW icon
600
Corning
GLW
$106B
$321K 0.01%
3,669
+157
22 23
24
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