MWM
Meridian Wealth Management Portfolio holdings
AUM
$2.34B
1-Year Est. Return
23.51%
1 Year Est. Return
+23.51%
AUM
$2.07B
AUM Growth
-$48.2M
(-2.3%)
Holding
659
Top Buys
| 1 | +$7.38M | |
| 2 | +$5.74M | |
| 3 | +$3.88M | |
| 4 |
Intuitive Surgical
ISRG
|
+$2.47M |
| 5 |
Blue Owl Capital
OWL
|
+$2.46M |
Top Sells
| 1 | +$4.67M | |
| 2 | +$3.36M | |
| 3 | +$2.49M | |
| 4 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
+$2.44M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
651
US Treasury 2 Year Note ETF
UTWO
$387M
| – | – |
-5,905
|
|
||
652
2x Long VIX Futures ETF
UVIX
$463M
| – | – |
-4,674
|
|
||
653
ProShares Ultra Russell2000
UWM
$276M
| – | – |
-40,946
|
|
||
654
Valero Energy
VLO
$49B
| – | – |
-1,855
|
|
||
655
Vishay Intertechnology
VSH
$2.33B
| – | – |
-10,113
|
|
||
656
Western Alliance Bancorporation
WAL
$8.42B
| – | – |
-2,579
|
|
||
657
Zebra Technologies
ZBRA
$15.6B
| – | – |
-696
|
|
||
|
CNTM
658
DELISTED
ConnectM Technology Solutions, Inc. Common Stock
CNTM
| – | – |
-13,500
|
|
||
|
QQQH
659
NEOS Nasdaq-100 Hedged Equity Income ETF
QQQH
$346M
| – | – |
-4,099
|
|