MWM

Meridian Wealth Management Portfolio holdings

AUM $2.61B
1-Year Est. Return 29.73%
This Quarter Est. Return
1 Year Est. Return
+29.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.61B
AUM Growth
+$267M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
734
New
Increased
Reduced
Closed

Top Buys

1
+$24.3M
2
+$8.22M
3
+$7.85M
4
IDMO icon
Invesco S&P International Developed Momentum ETF
IDMO
+$7.27M
5
TSM icon
TSMC
TSM
+$6.85M

Top Sells

1
+$10.3M
2
+$9.98M
3
+$9.44M
4
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$7.61M
5
MRVL icon
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
SCHD icon
76
Schwab US Dividend Equity ETF
SCHD
$71.4B
$6.97M 0.27%
255,254
+13,589
VIG icon
77
Vanguard Dividend Appreciation ETF
VIG
$101B
$6.9M 0.26%
32,100
+331
DIA icon
78
SPDR Dow Jones Industrial Average ETF Trust
DIA
$41.9B
$6.73M 0.26%
14,521
-6,781
PANW icon
79
Palo Alto Networks
PANW
$139B
$6.71M 0.26%
32,973
+385
IJR icon
80
iShares Core S&P Small-Cap ETF
IJR
$88.7B
$6.71M 0.26%
56,541
-499
CRWD icon
81
CrowdStrike
CRWD
$128B
$6.68M 0.26%
13,632
-2,381
SPYG icon
82
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$45.9B
$6.6M 0.25%
63,165
-772
SCHA icon
83
Schwab U.S Small- Cap ETF
SCHA
$19.4B
$6.53M 0.25%
234,137
-14,026
VCSH icon
84
Vanguard Short-Term Corporate Bond ETF
VCSH
$39.9B
$6.47M 0.25%
80,890
+7,803
VOT icon
85
Vanguard Mid-Cap Growth ETF
VOT
$18B
$6.19M 0.24%
21,183
+419
MAIN icon
86
Main Street Capital
MAIN
$5.44B
$6.19M 0.24%
97,358
-2,730
PWB icon
87
Invesco Large Cap Growth ETF
PWB
$1.43B
$6.18M 0.24%
49,299
-101
MRK icon
88
Merck
MRK
$248B
$6.17M 0.24%
73,486
+2,212
CRM icon
89
Salesforce
CRM
$248B
$5.97M 0.23%
25,177
+1,438
UNH icon
90
UnitedHealth
UNH
$300B
$5.91M 0.23%
17,116
-3,068
ANET icon
91
Arista Networks
ANET
$162B
$5.77M 0.22%
39,600
-959
VRP icon
92
Invesco Variable Rate Preferred ETF
VRP
$2.31B
$5.64M 0.22%
228,385
+2,331
IWP icon
93
iShares Russell Mid-Cap Growth ETF
IWP
$20.1B
$5.61M 0.22%
39,415
+2,070
DHI icon
94
D.R. Horton
DHI
$46.3B
$5.51M 0.21%
32,489
+1,599
AMSC icon
95
American Superconductor
AMSC
$1.47B
$5.41M 0.21%
+91,102
VB icon
96
Vanguard Small-Cap ETF
VB
$69.7B
$5.39M 0.21%
21,949
+2,194
SPHY icon
97
State Street SPDR Portfolio High Yield Bond ETF
SPHY
$10.3B
$5.31M 0.2%
221,820
+18,548
ARES icon
98
Ares Management
ARES
$36.5B
$5.23M 0.2%
32,697
-1,251
KMI icon
99
Kinder Morgan
KMI
$61.8B
$5.15M 0.2%
182,021
+8,193
SO icon
100
Southern Company
SO
$95B
$4.98M 0.19%
52,599
-4,665
2 3
4
5 6