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
SCHO icon
701
Schwab Short-Term US Treasury ETF
SCHO
$12.3B
$218K 0.01%
8,926
+168
DELL icon
702
Dell
DELL
$97.1B
$217K 0.01%
+1,726
JBL icon
703
Jabil
JBL
$25.5B
$217K 0.01%
+951
DJUL icon
704
FT Vest US Equity Deep Buffer ETF July
DJUL
$391M
$216K 0.01%
4,550
CIBR icon
705
First Trust NASDAQ Cybersecurity ETF
CIBR
$9.97B
$216K 0.01%
3,021
-62,080
VST icon
706
Vistra
VST
$53.8B
$215K 0.01%
+1,334
DOW icon
707
Dow Inc
DOW
$23.9B
$215K 0.01%
9,178
+84
FDX icon
708
FedEx
FDX
$84.4B
$213K 0.01%
737
-120
SWAN icon
709
Amplify BlackSwan Growth & Treasure Core ETF
SWAN
$369M
$213K 0.01%
6,546
SPEM icon
710
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$16.3B
$212K 0.01%
4,539
-155
GEHC icon
711
GE HealthCare
GEHC
$33.8B
$212K 0.01%
2,581
-199
JXN icon
712
Jackson Financial
JXN
$7.74B
$211K 0.01%
+1,975
CMI icon
713
Cummins
CMI
$74.5B
$210K 0.01%
+411
CDE icon
714
Coeur Mining
CDE
$14.5B
$209K 0.01%
11,717
-1,100
PSIX
715
Power Solutions International
PSIX
$1.2B
$209K 0.01%
+3,656
PUK icon
716
Prudential
PUK
$36.4B
$207K 0.01%
+6,664
UWM icon
717
ProShares Ultra Russell2000
UWM
$260M
$206K 0.01%
4,390
-717
TXT icon
718
Textron
TXT
$16.5B
$206K 0.01%
+2,366
GLTR icon
719
abrdn Physical Precious Metals Basket Shares ETF
GLTR
$3.26B
$206K 0.01%
+1,000
AMT icon
720
American Tower
AMT
$87.9B
$204K 0.01%
+1,163
TMDX icon
721
Transmedics
TMDX
$4.45B
$204K 0.01%
+1,679
SJM icon
722
J.M. Smucker
SJM
$11.9B
$204K 0.01%
2,085
-2
IEP icon
723
Icahn Enterprises
IEP
$4.87B
$204K 0.01%
26,996
+1,654
PSL icon
724
Invesco Dorsey Wright Consumer Staples Momentum ETF
PSL
$90.9M
$203K 0.01%
2,022
ENVA icon
725
Enova International
ENVA
$3.44B
$203K 0.01%
+1,289
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