MWM
Meridian Wealth Management Portfolio holdings
AUM
$2.84B
1-Year Est. Return
28.26%
This Fund
S&P 500
1 Year Est. Return
+28.26%
AUM
$2.61B
AUM Growth
+$267M
(+11%)
Holding
734
Top Buys
| 1 | +$24.3M | |
| 2 | +$8.22M | |
| 3 | +$7.85M | |
| 4 |
Invesco S&P International Developed Momentum ETF
IDMO
|
+$7.27M |
| 5 |
TSMC
TSM
|
+$6.85M |
Top Sells
| 1 | +$10.3M | |
| 2 | +$9.98M | |
| 3 | +$9.44M | |
| 4 |
Pacer US Cash Cows 100 ETF
COWZ
|
+$7.61M |
| 5 |
Marvell Technology
MRVL
|
+$6.03M |
Sector Composition
| 1 | Technology | 20.74% |
| 2 | Financials | 9.13% |
| 3 | Consumer Discretionary | 5.78% |
| 4 | Industrials | 4.88% |
| 5 | Communication Services | 4.58% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
726
iShares Interest Rate Hedged High Yield Bond ETF
HYGH
$446M
| – | – |
-2,869
|
|
||
727
Humacyte
HUMA
$181M
| – | – |
-10,000
|
|
||
728
Fair Isaac
FICO
$33B
| – | – |
-584
|
|
||
729
Factset
FDS
$7.69B
| – | – |
-665
|
|
||
730
Corteva
CTVA
$48.8B
| – | – |
-2,748
|
|
||
731
American Tower
AMT
$80.2B
| – | – |
-1,071
|
|
||
732
C3.ai
AI
$1.64B
| – | – |
-27,729
|
|
||
733
Argan
AGX
$4.88B
| – | – |
-3,250
|
|
||
734
Confluent
CFLT
$10.8B
| – | – |
-15,786
|
|