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
MPLX icon
801
MPLX
MPLX
$57.6B
– –
-5,109
MTBA icon
802
Simplify MBS ETF
MTBA
$1.56B
– –
-5,021
ODFL icon
803
Old Dominion Freight Line
ODFL
$50.3B
– –
-1,428
PUK icon
804
Prudential
PUK
$31.7B
– –
-6,664
SLYG icon
805
State Street SPDR S&P 600 Small Cap Growth ETF
SLYG
$4.66B
– –
-3,030
SPOT icon
806
Spotify
SPOT
$102B
– –
-415
SRLN icon
807
State Street Blackstone Senior Loan ETF
SRLN
$5.21B
– –
-5,790
SWAN icon
808
Amplify BlackSwan Growth & Treasure Core ETF
SWAN
$164M
– –
-6,546
TIP icon
809
iShares TIPS Bond ETF
TIP
$14.9B
– –
-2,028
WYNN icon
810
Wynn Resorts
WYNN
$10.8B
– –
-2,264
ETH
811
Grayscale Ethereum Staking Mini ETF Shares
ETH
$1.41B
– –
-9,621
PSIX
812
Power Solutions International
PSIX
$851M
– –
-3,656
QQQH
813
NEOS Nasdaq-100 Hedged Equity Income ETF
QQQH
$370M
– –
-4,816
WTPI
814
WisdomTree Equity Premium Income Fund
WTPI
$473M
– –
-13,805
VELO
815
Velo3D Inc
VELO
$460M
– –
-11,366
Q
816
Qnity Electronics Inc
Q
$29.8B
– –
-3,991
BNDX icon
817
Vanguard Total International Bond ETF
BNDX
$78.8B
– –
-6,057
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