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
FEZ icon
151
State Street SPDR EURO STOXX 50 ETF
FEZ
$4.43B
$3.59M 0.13%
57,832
+1,047
NET icon
152
Cloudflare
NET
$88.4B
$3.57M 0.13%
17,282
-2,279
IWF icon
153
iShares Russell 1000 Growth ETF
IWF
$127B
$3.55M 0.13%
33,284
-2,372
ARES icon
154
Ares Management
ARES
$28.3B
$3.52M 0.13%
32,304
+187
BSV icon
155
Vanguard Short-Term Bond ETF
BSV
$44.3B
$3.51M 0.12%
44,818
-3,537
RSP icon
156
Invesco S&P 500 Equal Weight ETF
RSP
$88.9B
$3.51M 0.12%
18,293
+4,932
IYW icon
157
iShares US Technology ETF
IYW
$24B
$3.5M 0.12%
19,311
-2,108
LRCX icon
158
Lam Research
LRCX
$379B
$3.49M 0.12%
16,355
+294
VO icon
159
Vanguard Mid-Cap ETF
VO
$101B
$3.49M 0.12%
48,572
+3,364
XSVN icon
160
BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF
XSVN
$350M
$3.48M 0.12%
72,996
+7,092
KO icon
161
Coca-Cola
KO
$342B
$3.45M 0.12%
45,424
+914
HYG icon
162
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$15.8B
$3.45M 0.12%
43,389
+6,882
TLT icon
163
iShares 20+ Year Treasury Bond ETF
TLT
$43B
$3.44M 0.12%
39,702
-891
C icon
164
Citigroup
C
$226B
$3.37M 0.12%
29,748
+877
MRVL icon
165
Marvell Technology
MRVL
$230B
$3.35M 0.12%
33,778
+2,539
BMY icon
166
Bristol-Myers Squibb
BMY
$117B
$3.34M 0.12%
55,134
+3,448
FNDX icon
167
Schwab Fundamental US Large Company Index ETF
FNDX
$25.3B
$3.33M 0.12%
119,602
+7
DUK icon
168
Duke Energy
DUK
$96.8B
$3.32M 0.12%
25,348
+9,308
CGGR icon
169
Capital Group Growth ETF
CGGR
$23.1B
$3.3M 0.12%
82,084
+1,712
VEU icon
170
Vanguard FTSE All-World ex-US ETF
VEU
$64.2B
$3.27M 0.12%
43,511
+527
SOXQ icon
171
Invesco PHLX Semiconductor ETF
SOXQ
$2.27B
$3.22M 0.11%
53,881
+20,729
IREN icon
172
Iris Energy
IREN
$19.4B
$3.21M 0.11%
93,762
-1,420
SDOG icon
173
ALPS Sector Dividend Dogs ETF
SDOG
$1.38B
$3.07M 0.11%
47,135
-987
GRNY
174
FundStrat Granny Shots US Large Cap ETF
GRNY
$4.37B
$3.05M 0.11%
127,661
-672
MDY icon
175
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$26.2B
$3.01M 0.11%
4,879
+106
5 6
7
8 9