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 | +$23.3M | |
| 2 | +$7.69M | |
| 3 | +$7.31M | |
| 4 |
Invesco S&P International Developed Momentum ETF
IDMO
|
+$7.04M |
| 5 |
TSMC
TSM
|
+$6M |
Top Sells
| 1 | +$10.1M | |
| 2 | +$9.95M | |
| 3 | +$8.16M | |
| 4 |
Pacer US Cash Cows 100 ETF
COWZ
|
+$7.52M |
| 5 |
Invesco S&P MidCap Quality ETF
XMHQ
|
+$5.7M |
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
Texas Pacific Land
TPL
$36B
| – | – |
-741
|
|
||
727
Trade Desk
TTD
$10.3B
| – | – |
-13,015
|
|
||
728
Take-Two Interactive
TTWO
$36.1B
| – | – |
-967
|
|
||
729
United States Oil Fund
USO
$2.35B
| – | – |
-19,208
|
|
||
730
Vanguard Communication Services ETF
VOX
$5.5B
| – | – |
-1,687
|
|
||
|
731
Invesco S&P MidCap Quality ETF
XMHQ
$5.01B
| – | – |
-58,002
|
|
||
732
Rubrik
RBRK
$9.63B
| – | – |
-3,305
|
|
||
|
MKZR
733
MacKenzie Realty Capital
MKZR
$7.41M
| – | – |
-1,500
|
|
||
734
Regeneron Pharmaceuticals
REGN
$80B
| – | – |
-523
|
|