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
VO icon
151
Vanguard Mid-Cap ETF
VO
$89.6B
$3.3M 0.13%
11,227
-58
PAYX icon
152
Paychex
PAYX
$40.3B
$3.27M 0.13%
25,780
+1
EQH icon
153
Equitable Holdings
EQH
$13.1B
$3.19M 0.12%
62,891
-302
DGT icon
154
State Street SPDR Global Dow ETF
DGT
$479M
$3.18M 0.12%
19,673
+348
ADBE icon
155
Adobe
ADBE
$145B
$3.17M 0.12%
8,975
-365
FNDX icon
156
Schwab Fundamental US Large Company Index ETF
FNDX
$21.8B
$3.15M 0.12%
119,587
-1,654
OEF icon
157
iShares S&P 100 ETF
OEF
$29.1B
$3.13M 0.12%
9,391
+2,175
APP icon
158
Applovin
APP
$234B
$3.05M 0.12%
4,240
+1,903
VEU icon
159
Vanguard FTSE All-World ex-US ETF
VEU
$52.7B
$3.02M 0.12%
42,316
-235
BAC icon
160
Bank of America
BAC
$394B
$3.01M 0.12%
58,308
+20,591
IREN icon
161
Iris Energy
IREN
$12.9B
$2.99M 0.11%
+63,818
PAVE icon
162
Global X US Infrastructure Development ETF
PAVE
$9.8B
$2.99M 0.11%
62,805
-2,378
RIOT icon
163
Riot Platforms
RIOT
$5.55B
$2.98M 0.11%
+156,549
UL icon
164
Unilever
UL
$146B
$2.94M 0.11%
49,621
-1,316
LOW icon
165
Lowe's Companies
LOW
$139B
$2.94M 0.11%
11,684
+604
EDV icon
166
Vanguard World Funds Extended Duration ETF
EDV
$3.95B
$2.9M 0.11%
42,347
+150
PEG icon
167
Public Service Enterprise Group
PEG
$39.7B
$2.89M 0.11%
34,646
-1,339
KO icon
168
Coca-Cola
KO
$301B
$2.87M 0.11%
43,340
+1,762
SDOG icon
169
ALPS Sector Dividend Dogs ETF
SDOG
$1.25B
$2.86M 0.11%
47,518
-501
C icon
170
Citigroup
C
$195B
$2.85M 0.11%
28,113
+1,470
MDY icon
171
SPDR S&P MidCap 400 ETF Trust
MDY
$23.6B
$2.84M 0.11%
4,772
+353
GRNY
172
FundStrat Granny Shots US Large Cap ETF
GRNY
$3.78B
$2.81M 0.11%
+112,477
FNF icon
173
Fidelity National Financial
FNF
$15.8B
$2.76M 0.11%
45,630
-549
BKNG icon
174
Booking.com
BKNG
$168B
$2.73M 0.1%
506
SMH icon
175
VanEck Semiconductor ETF
SMH
$36.6B
$2.7M 0.1%
8,288
+2,645
5 6
7
8 9