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
APH icon
176
Amphenol
APH
$171B
$2.94M 0.1%
23,249
-1,139
VRT icon
177
Vertiv
VRT
$115B
$2.93M 0.1%
11,701
+2,821
QXO
178
QXO Inc
QXO
$11.4B
$2.9M 0.1%
149,114
+10,303
PEG icon
179
Public Service Enterprise Group
PEG
$39.6B
$2.88M 0.1%
35,552
-697
VZ icon
180
Verizon
VZ
$189B
$2.8M 0.1%
55,932
+1,065
SGOV icon
181
iShares 0-3 Month Treasury Bond ETF
SGOV
$91.5B
$2.79M 0.1%
27,745
+3,276
EDV icon
182
Vanguard World Funds Extended Duration ETF
EDV
$3.87B
$2.79M 0.1%
42,947
+550
LOW icon
183
Lowe's Companies
LOW
$118B
$2.79M 0.1%
11,797
-151
XLY icon
184
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$22.5B
$2.78M 0.1%
25,497
+3,599
LMT icon
185
Lockheed Martin
LMT
$121B
$2.76M 0.1%
4,572
+236
SPGI icon
186
S&P Global
SPGI
$126B
$2.76M 0.1%
6,484
-466
IWP icon
187
iShares Russell Mid-Cap Growth ETF
IWP
$20B
$2.72M 0.1%
21,264
-19,006
VWO icon
188
Vanguard FTSE Emerging Markets ETF
VWO
$118B
$2.68M 0.1%
49,571
+2,018
CGDV icon
189
Capital Group Dividend Value ETF
CGDV
$34.6B
$2.64M 0.09%
62,118
-494
XLF icon
190
State Street Financial Select Sector SPDR ETF
XLF
$50.5B
$2.6M 0.09%
52,465
+7,932
CGCB icon
191
Capital Group Core Bond ETF
CGCB
$5.16B
$2.6M 0.09%
98,832
-126
VOE icon
192
Vanguard Mid-Cap Value ETF
VOE
$22.6B
$2.58M 0.09%
14,008
+2,321
PFE icon
193
Pfizer
PFE
$148B
$2.57M 0.09%
91,547
+17,427
DRI icon
194
Darden Restaurants
DRI
$22.7B
$2.56M 0.09%
13,083
+21
WAT icon
195
Waters Corp
WAT
$35.9B
$2.56M 0.09%
8,582
-28
TJX icon
196
TJX Companies
TJX
$178B
$2.55M 0.09%
15,939
-847
XLU icon
197
State Street Utilities Select Sector SPDR ETF
XLU
$22.3B
$2.53M 0.09%
55,133
+7,562
EPI icon
198
WisdomTree India Earnings Fund ETF
EPI
$2.12B
$2.52M 0.09%
61,796
-27,555
FISV
199
Fiserv Inc
FISV
$29B
$2.51M 0.09%
45,040
-8,115
VYMI icon
200
Vanguard International High Dividend Yield ETF
VYMI
$19B
$2.5M 0.09%
26,499
+4,815
6 7
8
9 10