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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
AKAM icon
751
Akamai
AKAM
$17.4B
– –
-2,725
AMSC icon
752
American Superconductor
AMSC
$1.98B
– –
-91,102
BSCP
753
DELISTED
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
– –
-44,643
BSMP
754
DELISTED
Invesco BulletShares 2025 Municipal Bond ETF
BSMP
– –
-25,480
CHWY icon
755
Chewy
CHWY
$7.78B
– –
-5,349
CTMX icon
756
CytomX Therapeutics
CTMX
$723M
– –
-10,000
CZR icon
757
Caesars Entertainment
CZR
$6.03B
– –
-9,386
DDM icon
758
ProShares Ultra Dow30
DDM
$535M
– –
-4,286
EOG icon
759
EOG Resources
EOG
$71.6B
– –
-1,823
FNDC icon
760
Schwab Fundamental International Small Company Index ETF
FNDC
$2.99B
– –
-5,176
FXO icon
761
First Trust Financials AlphaDEX Fund
FXO
$1.06B
– –
-4,074
HYDB icon
762
iShares High Yield Systematic Bond ETF
HYDB
$1.63B
– –
-12,535
HYMC icon
763
Hycroft Mining Holding Corp
HYMC
$1.98B
– –
-11,000
IBDT icon
764
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
$3.96B
– –
-79,707
IBMR icon
765
iShares iBonds Dec 2029 Term Muni Bond ETF
IBMR
$456M
– –
-10,312
IEI icon
766
iShares 3-7 Year Treasury Bond ETF
IEI
$18.4B
– –
-8,697
INO icon
767
Inovio Pharmaceuticals
INO
$90.5M
– –
-10,000
LW icon
768
Lamb Weston
LW
$6.31B
– –
-4,223
MP icon
769
MP Materials
MP
$10.1B
– –
-3,059
MSI icon
770
Motorola Solutions
MSI
$66.5B
– –
-1,114
NHC icon
771
National Healthcare
NHC
$3.17B
– –
-1,821
OWL icon
772
Blue Owl Capital
OWL
$5.72B
– –
-129,558
PDBC icon
773
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
$5.43B
– –
-13,812
PODD icon
774
Insulet
PODD
$10.3B
– –
-1,696
RSPT icon
775
Invesco S&P 500 Equal Weight Technology ETF
RSPT
$5.56B
– –
-4,917
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