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
$2.84B
AUM Growth
+$232M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
788
New
Increased
Reduced
Closed

Top Buys

1
+$21.8M
2
+$20.9M
3
+$15.4M
4
AMZN icon
Amazon
AMZN
+$11.7M
5
XFIV icon
BondBloxx Bloomberg Five Year Target Duration US Treasury ETF
XFIV
+$9.28M

Top Sells

1
+$15.9M
2
+$9.23M
3
+$5.41M
4
CIBR icon
First Trust NASDAQ Cybersecurity ETF
CIBR
+$4.65M
5
SPHY icon
State Street SPDR Portfolio High Yield Bond ETF
SPHY
+$4.65M

Sector Composition

1 Technology 21.2%
2 Financials 8.25%
3 Consumer Discretionary 6.07%
4 Communication Services 5.88%
5 Industrials 4.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PAYX icon
176
Paychex
PAYX
$33.8B
$2.89M 0.1%
25,727
-53
LOW icon
177
Lowe's Companies
LOW
$129B
$2.88M 0.1%
11,948
+264
MDY icon
178
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$26.4B
$2.88M 0.1%
4,773
+1
AMAT icon
179
Applied Materials
AMAT
$326B
$2.88M 0.1%
11,201
+630
XME icon
180
State Street SPDR S&P Metals & Mining ETF
XME
$5.38B
$2.85M 0.1%
27,501
-1,228
BMY icon
181
Bristol-Myers Squibb
BMY
$115B
$2.79M 0.1%
51,686
+570
EDV icon
182
Vanguard World Funds Extended Duration ETF
EDV
$3.96B
$2.75M 0.1%
42,397
+50
LRCX icon
183
Lam Research
LRCX
$358B
$2.75M 0.1%
16,061
+3,651
CGDV icon
184
Capital Group Dividend Value ETF
CGDV
$33.3B
$2.73M 0.1%
62,612
+9
QXO
185
QXO Inc
QXO
$13.6B
$2.68M 0.09%
138,811
+20,068
MRVL icon
186
Marvell Technology
MRVL
$140B
$2.65M 0.09%
31,239
+3,317
BA icon
187
Boeing
BA
$182B
$2.65M 0.09%
12,149
+2,431
NOW icon
188
ServiceNow
NOW
$96.5B
$2.63M 0.09%
17,189
-4,996
CGCB icon
189
Capital Group Core Bond ETF
CGCB
$4.83B
$2.62M 0.09%
98,958
+28,928
XLY icon
190
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$23.4B
$2.61M 0.09%
21,898
-264
TJX icon
191
TJX Companies
TJX
$171B
$2.58M 0.09%
16,786
+5,653
IOO icon
192
iShares Global 100 ETF
IOO
$8.67B
$2.58M 0.09%
20,353
-570
IWR icon
193
iShares Russell Mid-Cap ETF
IWR
$52.9B
$2.56M 0.09%
26,608
+6,373
RSP icon
194
Invesco S&P 500 Equal Weight ETF
RSP
$87.8B
$2.56M 0.09%
13,361
+236
VWO icon
195
Vanguard FTSE Emerging Markets ETF
VWO
$122B
$2.56M 0.09%
47,553
+2,002
FNF icon
196
Fidelity National Financial
FNF
$13.5B
$2.5M 0.09%
45,775
+145
CGUS icon
197
Capital Group Core Equity ETF
CGUS
$10.3B
$2.47M 0.09%
61,462
+3,812
SGOV icon
198
iShares 0-3 Month Treasury Bond ETF
SGOV
$85B
$2.46M 0.09%
24,469
-902
XLK icon
199
State Street Technology Select Sector SPDR ETF
XLK
$110B
$2.46M 0.09%
17,060
+1,078
AGG icon
200
iShares Core US Aggregate Bond ETF
AGG
$135B
$2.45M 0.09%
24,497
-1,707
6 7
8
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