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
SPTM icon
651
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$11.8B
$262K 0.01%
3,176
+494
DKNG icon
652
DraftKings
DKNG
$12.6B
$262K 0.01%
7,594
+93
QQQH
653
NEOS Nasdaq-100 Hedged Equity Income ETF
QQQH
$350M
$262K 0.01%
4,816
PZA icon
654
Invesco National AMT-Free Municipal Bond ETF
PZA
$3.7B
$261K 0.01%
11,250
IBMQ icon
655
iShares iBonds Dec 2028 Term Muni Bond ETF
IBMQ
$627M
$260K 0.01%
10,158
-4,643
SCHZ icon
656
Schwab US Aggregate Bond ETF
SCHZ
$9.96B
$259K 0.01%
11,083
+2,101
FLOT icon
657
iShares Floating Rate Bond ETF
FLOT
$9.21B
$258K 0.01%
5,078
-412
IDCC icon
658
InterDigital
IDCC
$9.34B
$258K 0.01%
809
-19
IGLB icon
659
iShares 10+ Year Investment Grade Corporate Bond ETF
IGLB
$2.73B
$257K 0.01%
5,093
+85
XHB icon
660
State Street SPDR S&P Homebuilders ETF
XHB
$1.73B
$256K 0.01%
2,483
-167
HODL icon
661
VanEck Bitcoin Trust
HODL
$1.25B
$255K 0.01%
+10,330
CTVA icon
662
Corteva
CTVA
$51.5B
$255K 0.01%
+3,797
WPC icon
663
W.P. Carey
WPC
$16.3B
$254K 0.01%
+3,939
MTBA icon
664
Simplify MBS ETF
MTBA
$1.7B
$253K 0.01%
5,021
-14,248
SPMD icon
665
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$15.8B
$253K 0.01%
4,363
+202
SJNK icon
666
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
$5.01B
$252K 0.01%
9,961
+509
WAL icon
667
Western Alliance Bancorporation
WAL
$8.87B
$250K 0.01%
2,979
+400
DSEP icon
668
FT Vest US Equity Deep Buffer ETF September
DSEP
$336M
$250K 0.01%
5,565
CMG icon
669
Chipotle Mexican Grill
CMG
$48.3B
$247K 0.01%
6,669
-17,482
EFX icon
670
Equifax
EFX
$24.9B
$246K 0.01%
1,133
+1
DAUG icon
671
FT Vest US Equity Deep Buffer ETF August
DAUG
$343M
$243K 0.01%
5,478
-92
CWB icon
672
State Street SPDR Bloomberg Convertible Securities ETF
CWB
$4.97B
$242K 0.01%
2,715
MLN icon
673
VanEck Long Muni ETF
MLN
$643M
$242K 0.01%
13,809
+86
BUFT icon
674
FT Vest Buffered Allocation Defensive ETF
BUFT
$140M
$242K 0.01%
9,837
-1,670
SPOT icon
675
Spotify
SPOT
$114B
$241K 0.01%
415
-420
25 26
27
28 29