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
IDV icon
726
iShares International Select Dividend ETF
IDV
$8.38B
$213K 0.01%
+5,003
GPN icon
727
Global Payments
GPN
$18.1B
$211K 0.01%
+3,140
IVE icon
728
iShares S&P 500 Value ETF
IVE
$50.2B
$210K 0.01%
+993
TXT icon
729
Textron
TXT
$15.8B
$210K 0.01%
2,393
+27
EFX icon
730
Equifax
EFX
$20.5B
$208K 0.01%
1,155
+22
SPEM icon
731
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$17.3B
$206K 0.01%
4,393
-146
SNOW icon
732
Snowflake
SNOW
$82.6B
$205K 0.01%
1,359
-2,137
CPRT icon
733
Copart
CPRT
$28.7B
$204K 0.01%
6,157
-1,374
EXPE icon
734
Expedia Group
EXPE
$27.5B
$204K 0.01%
+885
IEP icon
735
Icahn Enterprises
IEP
$4.98B
$204K 0.01%
26,981
-15
TSEM icon
736
Tower Semiconductor
TSEM
$26.6B
$203K 0.01%
+1,158
SJM icon
737
J.M. Smucker
SJM
$11B
$201K 0.01%
2,079
-6
ONB icon
738
Old National Bancorp
ONB
$9.26B
$200K 0.01%
+9,066
NMRA icon
739
Neumora Therapeutics
NMRA
$302M
$200K 0.01%
102,400
+16,000
SCO icon
740
ProShares UltraShort Bloomberg Crude Oil
SCO
$1.41B
$196K 0.01%
+5,875
HODL icon
741
VanEck Bitcoin Trust
HODL
$1.01B
$192K 0.01%
10,030
-300
IMMP
742
Immutep
IMMP
$55.5M
$158K 0.01%
449,550
-4,850
BITO icon
743
ProShares Bitcoin Strategy ETF
BITO
$1.39B
$155K 0.01%
+16,636
SBSW icon
744
Sibanye-Stillwater
SBSW
$7.16B
$154K 0.01%
12,530
+40
FSK icon
745
FS KKR Capital
FSK
$3B
$152K 0.01%
14,964
-2,757
TPVG icon
746
TriplePoint Venture Growth BDC
TPVG
$218M
$150K 0.01%
30,000
MQY icon
747
BlackRock MuniYield Quality Fund
MQY
$813M
$131K ﹤0.01%
11,955
ZONE
748
CleanCore Solutions
ZONE
$4.79M
$127K ﹤0.01%
355,138
ONDS icon
749
Ondas Inc
ONDS
$5.27B
$110K ﹤0.01%
12,163
+1,505
PMO
750
Putnam Municipal Opportunities Trust
PMO
$286M
$104K ﹤0.01%
10,108
28 29
30
31 32