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
MTUM icon
601
iShares MSCI USA Momentum Factor ETF
MTUM
$20.3B
$321K 0.01%
1,283
+11
BILS icon
602
State Street SPDR Bloomberg 3-12 Month T-Bill ETF
BILS
$3.88B
$320K 0.01%
3,221
-943
STRL icon
603
Sterling Infrastructure
STRL
$12.1B
$318K 0.01%
1,040
+16
SCHK icon
604
Schwab 1000 Index ETF
SCHK
$4.82B
$318K 0.01%
9,682
+28
IBDR icon
605
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
$3.71B
$317K 0.01%
13,090
-4,932
SPG icon
606
Simon Property Group
SPG
$63.3B
$313K 0.01%
1,686
+200
XLRE icon
607
State Street Real Estate Select Sector SPDR ETF
XLRE
$7.53B
$312K 0.01%
+7,730
WDFC icon
608
WD-40
WDFC
$3.19B
$311K 0.01%
1,580
+30
GSK icon
609
GSK
GSK
$109B
$310K 0.01%
6,320
+20
ESQ icon
610
Esquire Financial Holdings
ESQ
$850M
$306K 0.01%
3,000
AMLP icon
611
Alerian MLP ETF
AMLP
$12B
$305K 0.01%
6,480
COPX icon
612
Global X Copper Miners ETF NEW
COPX
$7.03B
$302K 0.01%
4,202
+327
VWOB icon
613
Vanguard Emerging Markets Government Bond ETF
VWOB
$5.89B
$301K 0.01%
+4,468
UAL icon
614
United Airlines
UAL
$29.8B
$299K 0.01%
2,678
-3
EWW icon
615
iShares MSCI Mexico ETF
EWW
$2.37B
$297K 0.01%
4,279
+215
CPRT icon
616
Copart
CPRT
$36.4B
$295K 0.01%
7,531
+3,020
EWZ icon
617
iShares MSCI Brazil ETF
EWZ
$9.04B
$294K 0.01%
9,243
+543
BNDX icon
618
Vanguard Total International Bond ETF
BNDX
$75.4B
$293K 0.01%
+6,057
JCI icon
619
Johnson Controls International
JCI
$81B
$292K 0.01%
2,442
+156
ASTS icon
620
AST SpaceMobile
ASTS
$26B
$290K 0.01%
+3,995
JQC icon
621
Nuveen Credit Strategies Income Fund
JQC
$714M
$290K 0.01%
57,681
+1,562
QYLD icon
622
Global X NASDAQ-100 Covered Call ETF
QYLD
$8.24B
$287K 0.01%
16,229
+9
ICVT icon
623
iShares Convertible Bond ETF
ICVT
$5.33B
$286K 0.01%
2,906
+4
CHD icon
624
Church & Dwight Co
CHD
$23.8B
$286K 0.01%
3,411
+67
INSM icon
625
Insmed
INSM
$30.2B
$285K 0.01%
+1,640
23 24
25
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