MWM

Meridian Wealth Management Portfolio holdings

AUM $2.82B
1-Year Est. Return 31.3%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+31.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.82B
AUM Growth
-$22.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
817
New
Increased
Reduced
Closed

Top Buys

1
+$16.1M
2
+$8.92M
3
+$7.89M
4
GLD icon
SPDR Gold Trust
GLD
+$5.68M
5
TSM icon
TSMC
TSM
+$5.38M

Top Sells

1
+$17.3M
2
+$3.77M
3
+$3.54M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$3.43M
5
NVDA icon
NVIDIA
NVDA
+$2.78M

Sector Composition

1 Technology 19.6%
2 Financials 6.71%
3 Energy 5.5%
4 Consumer Discretionary 5.33%
5 Communication Services 5.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
INSM icon
676
Insmed
INSM
$20.4B
$250K 0.01%
1,529
-111
MISL icon
677
First Trust Indxx Aerospace & Defense ETF
MISL
$776M
$249K 0.01%
+5,574
UWM icon
678
ProShares Ultra Russell2000
UWM
$234M
$249K 0.01%
5,339
+949
GLXY
679
Galaxy Digital Inc
GLXY
$4.81B
$249K 0.01%
13,496
-962
SJNK icon
680
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
$4.73B
$249K 0.01%
9,961
CWB icon
681
State Street SPDR Bloomberg Convertible Securities ETF
CWB
$6.07B
$249K 0.01%
2,715
UAL icon
682
United Airlines
UAL
$34.3B
$247K 0.01%
2,682
+4
SLB icon
683
SLB Ltd
SLB
$82B
$246K 0.01%
4,790
-8,905
LQDA icon
684
Liquidia Corp
LQDA
$5.5B
$245K 0.01%
6,500
-1,504
JANB
685
Aptus January Buffer ETF
JANB
$59.4M
$245K 0.01%
+9,768
ROBO icon
686
ROBO Global Robotics & Automation Index ETF
ROBO
$1.88B
$244K 0.01%
+3,569
TCAF icon
687
T. Rowe Price Capital Appreciation Equity ETF
TCAF
$7.11B
$244K 0.01%
6,861
+1,133
BUFT icon
688
FT Vest Buffered Allocation Defensive ETF
BUFT
$145M
$244K 0.01%
9,837
EOG icon
689
EOG Resources
EOG
$73.4B
$242K 0.01%
+1,676
SPYI icon
690
NEOS S&P 500 High Income ETF
SPYI
$9.79B
$242K 0.01%
4,895
-2,095
MLN icon
691
VanEck Long Muni ETF
MLN
$706M
$242K 0.01%
13,852
+43
PAYX icon
692
Paychex
PAYX
$36B
$241K 0.01%
2,621
-23,106
ENVA icon
693
Enova International
ENVA
$4.2B
$241K 0.01%
1,773
+484
ADI icon
694
Analog Devices
ADI
$196B
$240K 0.01%
+753
TM icon
695
Toyota
TM
$231B
$240K 0.01%
1,163
-63
GLTR icon
696
abrdn Physical Precious Metals Basket Shares ETF
GLTR
$2.71B
$238K 0.01%
1,086
+86
TQQQ icon
697
ProShares UltraPro QQQ
TQQQ
$34.4B
$238K 0.01%
5,698
-6,491
HUM icon
698
Humana
HUM
$42B
$237K 0.01%
1,368
-1,338
FN icon
699
Fabrinet
FN
$22.3B
$237K 0.01%
+454
NTRA icon
700
Natera
NTRA
$30.8B
$236K 0.01%
+1,182
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