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
IBDR icon
576
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
$3.6B
$385K 0.01%
15,881
+2,791
GNR icon
577
State Street SPDR S&P Global Natural Resources ETF
GNR
$4.7B
$383K 0.01%
5,128
+1,428
RIOT icon
578
Riot Platforms
RIOT
$9.33B
$383K 0.01%
30,965
-116,812
SHW icon
579
Sherwin-Williams
SHW
$75.3B
$382K 0.01%
1,191
-101
CTVA icon
580
Corteva
CTVA
$51.5B
$381K 0.01%
4,556
+759
IYT icon
581
iShares US Transportation ETF
IYT
$2.38B
$381K 0.01%
5,104
FOCT icon
582
FT Vest US Equity Buffer ETF October
FOCT
$1.2B
$381K 0.01%
7,983
LQD icon
583
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$29.4B
$380K 0.01%
+3,485
COF icon
584
Capital One
COF
$112B
$379K 0.01%
2,078
+48
DPZ icon
585
Domino's
DPZ
$10.4B
$378K 0.01%
1,053
IHI icon
586
iShares US Medical Devices ETF
IHI
$3.07B
$378K 0.01%
7,080
+1
STWD icon
587
Starwood Property Trust
STWD
$6.32B
$377K 0.01%
21,895
KRE icon
588
State Street SPDR S&P Regional Banking ETF
KRE
$3.95B
$374K 0.01%
5,744
+104
EW icon
589
Edwards Lifesciences
EW
$49.5B
$372K 0.01%
4,648
-364
PEY icon
590
Invesco High Yield Equity Dividend Achievers ETF
PEY
$1.07B
$370K 0.01%
17,297
-1,055
ITA icon
591
iShares US Aerospace & Defense ETF
ITA
$13.9B
$370K 0.01%
1,694
-767
VRTX icon
592
Vertex Pharmaceuticals
VRTX
$113B
$370K 0.01%
828
+18
CARR icon
593
Carrier Global
CARR
$55.8B
$368K 0.01%
6,542
+3
USIG icon
594
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
$17.2B
$367K 0.01%
+7,157
URA icon
595
Global X Uranium ETF
URA
$6.3B
$366K 0.01%
7,563
+2,852
VTWO icon
596
Vanguard Russell 2000 ETF
VTWO
$16.2B
$364K 0.01%
3,633
+393
IYH icon
597
iShares US Healthcare ETF
IYH
$3.13B
$356K 0.01%
5,782
+4
UGL icon
598
ProShares Ultra Gold
UGL
$763M
$356K 0.01%
5,793
+773
SPTM icon
599
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$13.3B
$354K 0.01%
4,478
+1,302
PWR icon
600
Quanta Services
PWR
$104B
$353K 0.01%
+644
22 23
24
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