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
DSEP icon
626
FT Vest US Equity Deep Buffer ETF September
DSEP
$337M
$246K 0.01%
5,565
-625
CWB icon
627
State Street SPDR Bloomberg Convertible Securities ETF
CWB
$4.86B
$246K 0.01%
+2,715
LW icon
628
Lamb Weston
LW
$6.07B
$245K 0.01%
+4,223
DAUG icon
629
FT Vest US Equity Deep Buffer ETF August
DAUG
$352M
$243K 0.01%
5,570
-590
SJNK icon
630
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
$5.32B
$242K 0.01%
9,452
-1,174
FXO icon
631
First Trust Financials AlphaDEX Fund
FXO
$2.16B
$242K 0.01%
4,074
CDE icon
632
Coeur Mining
CDE
$14.9B
$240K 0.01%
12,817
MLN icon
633
VanEck Long Muni ETF
MLN
$641M
$240K 0.01%
13,723
+67
SPMD icon
634
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$15.9B
$238K 0.01%
4,161
+196
UWM icon
635
ProShares Ultra Russell2000
UWM
$286M
$237K 0.01%
+5,107
PRU icon
636
Prudential Financial
PRU
$38.5B
$233K 0.01%
2,251
-68
COPX icon
637
Global X Copper Miners ETF NEW
COPX
$5.85B
$232K 0.01%
+3,875
FNDC icon
638
Schwab Fundamental International Small Company Index ETF
FNDC
$3.12B
$230K 0.01%
5,176
-770
TM icon
639
Toyota
TM
$289B
$230K 0.01%
+1,205
DDM icon
640
ProShares Ultra Dow30
DDM
$546M
$230K 0.01%
4,286
+24
WYNN icon
641
Wynn Resorts
WYNN
$11.8B
$229K 0.01%
+1,787
AWK icon
642
American Water Works
AWK
$25.5B
$229K 0.01%
+1,644
SCYB icon
643
Schwab High Yield Bond ETF
SCYB
$2.15B
$228K 0.01%
+8,540
CLH icon
644
Clean Harbors
CLH
$13.8B
$228K 0.01%
981
HYLB icon
645
Xtrackers USD High Yield Corporate Bond ETF
HYLB
$3.58B
$227K 0.01%
+6,120
WMB icon
646
Williams Companies
WMB
$75.4B
$227K 0.01%
3,585
-258
SJM icon
647
J.M. Smucker
SJM
$11B
$227K 0.01%
2,087
-4
SCHI icon
648
Schwab 5-10 Year Corporate Bond ETF
SCHI
$9.89B
$227K 0.01%
+9,820
OXY icon
649
Occidental Petroleum
OXY
$42B
$225K 0.01%
4,767
-491
VVV icon
650
Valvoline
VVV
$3.98B
$225K 0.01%
6,258
-1,000
24 25
26
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