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
$2.84B
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
$12.4B
$218K 0.01%
8,926
+168
DELL icon
702
Dell
DELL
$150B
$217K 0.01%
+1,726
JBL icon
703
Jabil
JBL
$36.9B
$217K 0.01%
+951
DJUL icon
704
FT Vest US Equity Deep Buffer ETF July
DJUL
$401M
$216K 0.01%
4,550
CIBR icon
705
First Trust NASDAQ Cybersecurity ETF
CIBR
$11.1B
$216K 0.01%
3,021
-62,080
VST icon
706
Vistra
VST
$52.1B
$215K 0.01%
+1,334
DOW icon
707
Dow Inc
DOW
$26.9B
$215K 0.01%
9,178
+84
FDX icon
708
FedEx
FDX
$89.7B
$213K 0.01%
737
-120
SWAN icon
709
Amplify BlackSwan Growth & Treasure Core ETF
SWAN
$166M
$213K 0.01%
6,546
SPEM icon
710
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$17.9B
$212K 0.01%
4,539
-155
GEHC icon
711
GE HealthCare
GEHC
$27.9B
$212K 0.01%
2,581
-199
JXN icon
712
Jackson Financial
JXN
$7.68B
$211K 0.01%
+1,975
CMI icon
713
Cummins
CMI
$94.2B
$210K 0.01%
+411
CDE icon
714
Coeur Mining
CDE
$18.8B
$209K 0.01%
11,717
-1,100
PSIX
715
Power Solutions International
PSIX
$1.66B
$209K 0.01%
+3,656
PUK icon
716
Prudential
PUK
$39.6B
$207K 0.01%
+6,664
UWM icon
717
ProShares Ultra Russell2000
UWM
$252M
$206K 0.01%
4,390
-717
TXT icon
718
Textron
TXT
$15.9B
$206K 0.01%
+2,366
GLTR icon
719
abrdn Physical Precious Metals Basket Shares ETF
GLTR
$3.06B
$206K 0.01%
+1,000
AMT icon
720
American Tower
AMT
$83.8B
$204K 0.01%
+1,163
TMDX icon
721
Transmedics
TMDX
$2.52B
$204K 0.01%
+1,679
SJM icon
722
J.M. Smucker
SJM
$10.6B
$204K 0.01%
2,085
-2
IEP icon
723
Icahn Enterprises
IEP
$5.08B
$204K 0.01%
26,996
+1,654
PSL icon
724
Invesco Dorsey Wright Consumer Staples Momentum ETF
PSL
$90.8M
$203K 0.01%
2,022
ENVA icon
725
Enova International
ENVA
$4.29B
$203K 0.01%
+1,289
27 28
29
30 31