MWM
Meridian Wealth Management Portfolio holdings
AUM
$2.84B
1-Year Est. Return
28.25%
This Fund
S&P 500
1 Year Est. Return
+28.25%
AUM
$2.84B
AUM Growth
+$232M
(+8.9%)
Holding
788
Top Buys
| 1 | +$21.8M | |
| 2 | +$20.9M | |
| 3 | +$15.4M | |
| 4 |
Amazon
AMZN
|
+$11.7M |
| 5 |
BondBloxx Bloomberg Five Year Target Duration US Treasury ETF
XFIV
|
+$9.28M |
Top Sells
| 1 | +$15.9M | |
| 2 | +$9.23M | |
| 3 | +$5.41M | |
| 4 |
First Trust NASDAQ Cybersecurity ETF
CIBR
|
+$4.65M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
776
Motorola Solutions
MSI
$76.3B
| – | – |
-1,114
|
|
||
777
National Healthcare
NHC
$2.6B
| – | – |
-1,821
|
|
||
778
Blue Owl Capital
OWL
$6.58B
| – | – |
-129,558
|
|
||
779
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
$6.03B
| – | – |
-13,812
|
|
||
780
Insulet
PODD
$16.7B
| – | – |
-1,696
|
|
||
781
Invesco S&P 500 Equal Weight Technology ETF
RSPT
$3.98B
| – | – |
-4,917
|
|
||
782
Super Micro Computer
SMCI
$18.8B
| – | – |
-6,685
|
|
||
783
NuScale Power
SMR
$3.72B
| – | – |
-5,889
|
|
||
784
State Street SPDR Portfolio Mortgage Backed Bond ETF
SPMB
$6.86B
| – | – |
-32,189
|
|
||
785
Constellation Brands
STZ
$25.4B
| – | – |
-2,038
|
|
||
786
Texas Roadhouse
TXRH
$11.3B
| – | – |
-2,234
|
|
||
787
Innovator US Equity Ultra Buffer ETF March
UMAR
$116M
| – | – |
-13,941
|
|
||
788
United States 12 Month Natural Gas Fund
UNL
$15.8M
| – | – |
-56,350
|
|