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
ORCL icon
51
Oracle
ORCL
$440B
$11.8M 0.41%
60,482
+9,770
SLV icon
52
iShares Silver Trust
SLV
$43.3B
$11.7M 0.41%
181,558
-9,444
KLAC icon
53
KLA
KLAC
$176B
$11.6M 0.41%
9,578
+646
GDX icon
54
VanEck Gold Miners ETF
GDX
$32B
$11.4M 0.4%
132,723
-1,176
JNJ icon
55
Johnson & Johnson
JNJ
$579B
$10.9M 0.39%
52,902
-434
V icon
56
Visa
V
$610B
$10.8M 0.38%
30,762
+2,971
RTX icon
57
RTX Corp
RTX
$282B
$10.2M 0.36%
55,696
-776
SPYG icon
58
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$43.2B
$10.1M 0.36%
94,548
+31,383
MA icon
59
Mastercard
MA
$466B
$9.84M 0.35%
17,240
+1,329
SYBT icon
60
Stock Yards Bancorp
SYBT
$1.91B
$9.74M 0.34%
150,004
+150
SHV icon
61
iShares 0-1 Year Treasury Bond ETF
SHV
$20.2B
$9.51M 0.33%
86,347
-259
XFIV icon
62
BondBloxx Bloomberg Five Year Target Duration US Treasury ETF
XFIV
$436M
$9.25M 0.33%
+186,893
SOXX icon
63
iShares Semiconductor ETF
SOXX
$20.4B
$9.06M 0.32%
30,096
-2,172
RDDT icon
64
Reddit
RDDT
$26.6B
$9.03M 0.32%
39,289
-20,063
IGM icon
65
iShares Expanded Tech Sector ETF
IGM
$8.11B
$8.29M 0.29%
64,220
PG icon
66
Procter & Gamble
PG
$357B
$8.21M 0.29%
57,315
+2,073
NFLX icon
67
Netflix
NFLX
$418B
$8.15M 0.29%
86,920
+10,430
TFLO icon
68
iShares Treasury Floating Rate Bond ETF
TFLO
$6.41B
$8.11M 0.29%
160,770
+69,476
PEP icon
69
PepsiCo
PEP
$218B
$8.06M 0.28%
56,182
+1,024
VCIT icon
70
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$63.1B
$7.96M 0.28%
94,988
+10,265
GE icon
71
GE Aerospace
GE
$339B
$7.77M 0.27%
25,217
+633
MRK icon
72
Merck
MRK
$286B
$7.66M 0.27%
72,747
-739
IDMO icon
73
Invesco S&P International Developed Momentum ETF
IDMO
$3.13B
$7.59M 0.27%
136,569
+1,975
CRWD icon
74
CrowdStrike
CRWD
$108B
$7.58M 0.27%
16,180
+2,548
VCSH icon
75
Vanguard Short-Term Corporate Bond ETF
VCSH
$40.6B
$7.36M 0.26%
92,336
+11,446
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