MWM

Meridian Wealth Management Portfolio holdings

AUM $2.34B
1-Year Est. Return 23.51%
This Quarter Est. Return
1 Year Est. Return
+23.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.07B
AUM Growth
-$48.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
659
New
Increased
Reduced
Closed

Top Buys

1
+$7.38M
2
+$5.74M
3
+$3.88M
4
ISRG icon
Intuitive Surgical
ISRG
+$2.47M
5
OWL icon
Blue Owl Capital
OWL
+$2.46M

Top Sells

1
+$4.67M
2
+$3.36M
3
+$2.49M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$2.44M
5
PEY icon
Invesco High Yield Equity Dividend Achievers ETF
PEY
+$2.19M

Sector Composition

1 Technology 17.86%
2 Financials 8.63%
3 Consumer Discretionary 5.74%
4 Energy 5.7%
5 Healthcare 5.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SCHO icon
576
Schwab Short-Term US Treasury ETF
SCHO
$11.3B
$227K 0.01%
+9,335
SPMD icon
577
SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$14.6B
$227K 0.01%
4,431
-143
ESQ icon
578
Esquire Financial Holdings
ESQ
$875M
$226K 0.01%
3,000
HEQT icon
579
Simplify Hedged Equity ETF
HEQT
$309M
$225K 0.01%
+7,872
IYK icon
580
iShares US Consumer Staples ETF
IYK
$1.31B
$224K 0.01%
3,127
-18
LCTU icon
581
BlackRock US Carbon Transition Readiness ETF
LCTU
$1.39B
$222K 0.01%
3,655
-270
MMC icon
582
Marsh & McLennan
MMC
$93B
$220K 0.01%
903
-117
PSL icon
583
Invesco Dorsey Wright Consumer Staples Momentum ETF
PSL
$95.5M
$219K 0.01%
2,022
VOX icon
584
Vanguard Communication Services ETF
VOX
$5.75B
$219K 0.01%
1,475
-139
SYNA icon
585
Synaptics
SYNA
$2.82B
$218K 0.01%
3,425
HYGH icon
586
iShares Interest Rate Hedged High Yield Bond ETF
HYGH
$438M
$218K 0.01%
2,555
+19
CZR icon
587
Caesars Entertainment
CZR
$4.72B
$217K 0.01%
8,667
+251
FTCS icon
588
First Trust Capital Strength ETF
FTCS
$8.49B
$216K 0.01%
2,412
FXO icon
589
First Trust Financials AlphaDEX Fund
FXO
$2.17B
$216K 0.01%
4,074
-266
DJUL icon
590
FT Vest US Equity Deep Buffer ETF July
DJUL
$408M
$215K 0.01%
5,265
+55
FNDC icon
591
Schwab Fundamental International Small Company Index ETF
FNDC
$2.98B
$215K 0.01%
5,946
-7,800
BSX icon
592
Boston Scientific
BSX
$148B
$213K 0.01%
+2,116
TT icon
593
Trane Technologies
TT
$93.1B
$213K 0.01%
631
-9
PDBC icon
594
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
$4.4B
$211K 0.01%
15,500
-3,699
SONO icon
595
Sonos
SONO
$2.05B
$206K 0.01%
19,260
-500
SLYG icon
596
SPDR S&P 600 Small Cap Growth ETF
SLYG
$3.62B
$205K 0.01%
2,475
-100
BTC
597
Grayscale Bitcoin Mini Trust ETF
BTC
$4.88B
$204K 0.01%
5,582
-2,592
TQQQ icon
598
ProShares UltraPro QQQ
TQQQ
$29.1B
$201K 0.01%
+3,514
XTWO icon
599
BondBloxx Bloomberg Two Year Target Duration US Treasury ETF
XTWO
$149M
$201K 0.01%
+4,055
IEP icon
600
Icahn Enterprises
IEP
$4.69B
$192K 0.01%
21,171
22 23
24
25 26