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
WDFC icon
576
WD-40
WDFC
$2.78B
$306K 0.01%
1,550
ESQ icon
577
Esquire Financial Holdings
ESQ
$901M
$306K 0.01%
3,000
AMLP icon
578
Alerian MLP ETF
AMLP
$10.9B
$304K 0.01%
6,480
+54
FSK icon
579
FS KKR Capital
FSK
$4.02B
$299K 0.01%
20,057
-5,536
VTWO icon
580
Vanguard Russell 2000 ETF
VTWO
$14.7B
$297K 0.01%
3,038
-6
JQC icon
581
Nuveen Credit Strategies Income Fund
JQC
$755M
$296K 0.01%
56,119
-1,643
XHB icon
582
State Street SPDR S&P Homebuilders ETF
XHB
$1.81B
$294K 0.01%
+2,650
CHD icon
583
Church & Dwight Co
CHD
$22.1B
$293K 0.01%
3,344
-184
IYH icon
584
iShares US Healthcare ETF
IYH
$3.55B
$293K 0.01%
4,989
-486
GLXY
585
Galaxy Digital Inc
GLXY
$6.17B
$293K 0.01%
8,658
-2,422
ICVT icon
586
iShares Convertible Bond ETF
ICVT
$4.37B
$290K 0.01%
2,902
-8
EFX icon
587
Equifax
EFX
$25.5B
$290K 0.01%
1,132
+5
FAS icon
588
Direxion Daily Financial Bull 3x Shares
FAS
$2.22B
$289K 0.01%
1,626
-10
GLW icon
589
Corning
GLW
$79.4B
$288K 0.01%
+3,512
HAL icon
590
Halliburton
HAL
$27B
$287K 0.01%
11,677
-722
IDCC icon
591
InterDigital
IDCC
$8.39B
$286K 0.01%
+828
BABA icon
592
Alibaba
BABA
$388B
$281K 0.01%
+1,570
DKNG icon
593
DraftKings
DKNG
$16.1B
$281K 0.01%
7,501
-1,836
FLOT icon
594
iShares Floating Rate Bond ETF
FLOT
$9B
$280K 0.01%
+5,490
CRCL
595
Circle Internet Group
CRCL
$17.1B
$280K 0.01%
+2,114
VFH icon
596
Vanguard Financials ETF
VFH
$13.1B
$279K 0.01%
+2,129
BUFT icon
597
FT Vest Buffered Allocation Defensive ETF
BUFT
$138M
$278K 0.01%
11,507
VRTX icon
598
Vertex Pharmaceuticals
VRTX
$112B
$278K 0.01%
709
+2
EWW icon
599
iShares MSCI Mexico ETF
EWW
$2.06B
$277K 0.01%
+4,064
OTIS icon
600
Otis Worldwide
OTIS
$34.3B
$276K 0.01%
3,021
+37
22 23
24
25 26