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
SLYG icon
626
State Street SPDR S&P 600 Small Cap Growth ETF
SLYG
$3.99B
$285K 0.01%
3,030
-479
PHM icon
627
Pultegroup
PHM
$24.9B
$285K 0.01%
2,430
-75
VNAM icon
628
Global X MSCI Vietnam ETF
VNAM
$31.2M
$285K 0.01%
+11,329
NKE icon
629
Nike
NKE
$85.9B
$283K 0.01%
+4,449
TRV icon
630
Travelers Companies
TRV
$66.3B
$283K 0.01%
975
+16
UGL icon
631
ProShares Ultra Gold
UGL
$1.41B
$279K 0.01%
+5,020
LQDA icon
632
Liquidia Corp
LQDA
$3B
$276K 0.01%
8,004
-1,246
PSX icon
633
Phillips 66
PSX
$66.7B
$275K 0.01%
2,129
+582
FAS icon
634
Direxion Daily Financial Bull 3x Shares
FAS
$1.95B
$274K 0.01%
1,626
CLX icon
635
Clorox
CLX
$13.7B
$273K 0.01%
2,705
+220
MPLX icon
636
MPLX
MPLX
$59.6B
$273K 0.01%
5,109
+1,000
LCTU icon
637
iShares U.S. Carbon Transition Readiness Aware Active ETF
LCTU
$1.42B
$273K 0.01%
3,678
WYNN icon
638
Wynn Resorts
WYNN
$11B
$272K 0.01%
2,264
+477
IGE icon
639
iShares North American Natural Resources ETF
IGE
$878M
$271K 0.01%
5,400
ETH
640
Grayscale Ethereum Staking Mini ETF Shares
ETH
$1.59B
$270K 0.01%
9,621
+1,497
ANGL icon
641
VanEck Fallen Angel High Yield Bond ETF
ANGL
$3.09B
$268K 0.01%
9,130
+576
RSG icon
642
Republic Services
RSG
$71.5B
$265K 0.01%
1,252
-103
OTIS icon
643
Otis Worldwide
OTIS
$35.2B
$264K 0.01%
3,021
DG icon
644
Dollar General
DG
$32.3B
$263K 0.01%
1,981
+26
FENY icon
645
Fidelity MSCI Energy Index ETF
FENY
$1.65B
$263K 0.01%
10,609
+4
FAUG icon
646
FT Vest US Equity Buffer ETF August
FAUG
$1.15B
$263K 0.01%
4,960
OXY icon
647
Occidental Petroleum
OXY
$52.5B
$262K 0.01%
6,384
+1,617
FSK icon
648
FS KKR Capital
FSK
$3.06B
$262K 0.01%
17,721
-2,336
TM icon
649
Toyota
TM
$289B
$262K 0.01%
1,226
+21
IQQQ icon
650
ProShares Nasdaq-100 High Income ETF
IQQQ
$356M
$262K 0.01%
+5,900
24 25
26
27 28