MWM

Meridian Wealth Management Portfolio holdings

AUM $2.34B
1-Year Est. Return 23.51%
This Quarter Est. Return
1 Year Est. Return
+23.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.07B
AUM Growth
-$48.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
659
New
Increased
Reduced
Closed

Top Buys

1
+$7.38M
2
+$5.74M
3
+$3.88M
4
ISRG icon
Intuitive Surgical
ISRG
+$2.47M
5
OWL icon
Blue Owl Capital
OWL
+$2.46M

Top Sells

1
+$4.67M
2
+$3.36M
3
+$2.49M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$2.44M
5
PEY icon
Invesco High Yield Equity Dividend Achievers ETF
PEY
+$2.19M

Sector Composition

1 Technology 17.86%
2 Financials 8.63%
3 Consumer Discretionary 5.74%
4 Energy 5.7%
5 Healthcare 5.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
XLY icon
176
Consumer Discretionary Select Sector SPDR Fund
XLY
$24.4B
$2.19M 0.11%
11,103
+342
BKNG icon
177
Booking.com
BKNG
$171B
$2.17M 0.11%
471
+20
VZ icon
178
Verizon
VZ
$169B
$2.13M 0.1%
47,000
+1,876
PFE icon
179
Pfizer
PFE
$142B
$2.1M 0.1%
82,556
-3,891
ET icon
180
Energy Transfer Partners
ET
$57.6B
$2.05M 0.1%
110,296
+780
RSP icon
181
Invesco S&P 500 Equal Weight ETF
RSP
$75B
$2.05M 0.1%
11,834
-1,012
WM icon
182
Waste Management
WM
$87.9B
$2.04M 0.1%
8,824
+122
AMAT icon
183
Applied Materials
AMAT
$176B
$2.04M 0.1%
14,046
-502
VOE icon
184
Vanguard Mid-Cap Value ETF
VOE
$19.2B
$2.02M 0.1%
12,581
+1,109
QCOM icon
185
Qualcomm
QCOM
$181B
$2.01M 0.1%
13,135
-8
XLF icon
186
Financial Select Sector SPDR Fund
XLF
$54.1B
$1.98M 0.1%
39,945
+296
PLTR icon
187
Palantir
PLTR
$405B
$1.93M 0.09%
22,913
+1,813
ABT icon
188
Abbott
ABT
$223B
$1.9M 0.09%
14,341
-1,948
SPAB icon
189
SPDR Portfolio Aggregate Bond ETF
SPAB
$8.72B
$1.9M 0.09%
74,428
+4,526
T icon
190
AT&T
T
$184B
$1.88M 0.09%
66,449
+6,405
AGG icon
191
iShares Core US Aggregate Bond ETF
AGG
$133B
$1.87M 0.09%
18,869
-311
JNK icon
192
SPDR Bloomberg High Yield Bond ETF
JNK
$8.16B
$1.86M 0.09%
19,570
+1,145
VWO icon
193
Vanguard FTSE Emerging Markets ETF
VWO
$102B
$1.84M 0.09%
40,730
-1,916
C icon
194
Citigroup
C
$173B
$1.81M 0.09%
25,521
-218
XLK icon
195
Technology Select Sector SPDR Fund
XLK
$93.5B
$1.81M 0.09%
8,747
+593
SBUX icon
196
Starbucks
SBUX
$97.6B
$1.79M 0.09%
18,254
+7,000
CDNS icon
197
Cadence Design Systems
CDNS
$90.9B
$1.78M 0.09%
6,979
-426
IWR icon
198
iShares Russell Mid-Cap ETF
IWR
$44.8B
$1.77M 0.09%
20,850
-33
DIS icon
199
Walt Disney
DIS
$205B
$1.74M 0.08%
17,619
+1,147
IEI icon
200
iShares 3-7 Year Treasury Bond ETF
IEI
$17.1B
$1.73M 0.08%
14,658
-4,486
6 7
8
9 10