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
AXSM icon
176
Axsome Therapeutics
AXSM
$7.4B
$2.69M 0.1%
22,124
+103
XME icon
177
State Street SPDR S&P Metals & Mining ETF
XME
$3.07B
$2.68M 0.1%
28,729
+18,359
CGDV icon
178
Capital Group Dividend Value ETF
CGDV
$25.6B
$2.63M 0.1%
62,603
+7,708
AGG icon
179
iShares Core US Aggregate Bond ETF
AGG
$134B
$2.63M 0.1%
26,204
+6,072
WAT icon
180
Waters Corp
WAT
$22.5B
$2.62M 0.1%
8,740
-301
XLY icon
181
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$24.5B
$2.61M 0.1%
11,081
+84
HYG icon
182
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$19.6B
$2.61M 0.1%
32,139
-369
SOFI icon
183
SoFi Technologies
SOFI
$33.5B
$2.6M 0.1%
+98,267
ASML icon
184
ASML
ASML
$418B
$2.57M 0.1%
2,660
+1,571
SGOV icon
185
iShares 0-3 Month Treasury Bond ETF
SGOV
$66.7B
$2.55M 0.1%
25,371
+3,887
IOO icon
186
iShares Global 100 ETF
IOO
$7.89B
$2.51M 0.1%
20,923
-17,642
RSP icon
187
Invesco S&P 500 Equal Weight ETF
RSP
$75.6B
$2.49M 0.1%
13,125
+722
PM icon
188
Philip Morris
PM
$246B
$2.45M 0.09%
15,125
-238
ABT icon
189
Abbott
ABT
$221B
$2.45M 0.09%
18,310
+2,992
VWO icon
190
Vanguard FTSE Emerging Markets ETF
VWO
$103B
$2.45M 0.09%
45,551
+991
MRVL icon
191
Marvell Technology
MRVL
$71.3B
$2.35M 0.09%
27,922
-71,762
GSLC icon
192
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$14.9B
$2.33M 0.09%
17,894
-6,559
VGT icon
193
Vanguard Information Technology ETF
VGT
$111B
$2.32M 0.09%
3,105
-20
BMY icon
194
Bristol-Myers Squibb
BMY
$110B
$2.31M 0.09%
51,116
+777
XLF icon
195
State Street Financial Select Sector SPDR ETF
XLF
$53.5B
$2.3M 0.09%
43,524
+3,500
CDNS icon
196
Cadence Design Systems
CDNS
$87B
$2.29M 0.09%
6,505
-314
CGUS icon
197
Capital Group Core Equity ETF
CGUS
$8.03B
$2.28M 0.09%
57,650
+8,385
QXO
198
QXO Inc
QXO
$14.4B
$2.26M 0.09%
118,743
+13,687
XLK icon
199
State Street Technology Select Sector SPDR ETF
XLK
$92.3B
$2.25M 0.09%
7,991
-170
XMMO icon
200
Invesco S&P MidCap Momentum ETF
XMMO
$4.98B
$2.25M 0.09%
+16,648
6 7
8
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