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
VZ icon
201
Verizon
VZ
$172B
$2.24M 0.09%
50,994
+5,187
PPA icon
202
Invesco Aerospace & Defense ETF
PPA
$6.63B
$2.23M 0.09%
14,358
-1,030
FLDR icon
203
Fidelity Low Duration Bond Factor ETF
FLDR
$1.19B
$2.21M 0.08%
+44,088
LMT icon
204
Lockheed Martin
LMT
$110B
$2.2M 0.08%
4,410
-905
MCD icon
205
McDonald's
MCD
$224B
$2.2M 0.08%
7,233
-421
OWL icon
206
Blue Owl Capital
OWL
$10.5B
$2.19M 0.08%
129,558
-794
PGR icon
207
Progressive
PGR
$136B
$2.17M 0.08%
8,787
+237
AMAT icon
208
Applied Materials
AMAT
$206B
$2.16M 0.08%
10,571
-746
SNY icon
209
Sanofi
SNY
$115B
$2.15M 0.08%
45,541
-30
BA icon
210
Boeing
BA
$162B
$2.1M 0.08%
9,718
+838
URA icon
211
Global X Uranium ETF
URA
$5.18B
$2.08M 0.08%
+43,626
FBTC icon
212
Fidelity Wise Origin Bitcoin Fund
FBTC
$11.6B
$2.07M 0.08%
20,730
-425
IBDT icon
213
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
$3.34B
$2.03M 0.08%
79,707
+12,717
CGGO icon
214
Capital Group Global Growth Equity ETF
CGGO
$7.93B
$2.02M 0.08%
59,050
+10,579
GBTC icon
215
Grayscale Bitcoin Trust
GBTC
$35B
$2.01M 0.08%
22,398
+28
COF icon
216
Capital One
COF
$154B
$2M 0.08%
9,404
+7,241
VOE icon
217
Vanguard Mid-Cap Value ETF
VOE
$19.8B
$2M 0.08%
11,502
+494
ITB icon
218
iShares US Home Construction ETF
ITB
$2.65B
$1.99M 0.08%
18,571
+1,003
T icon
219
AT&T
T
$171B
$1.97M 0.08%
69,624
+1,267
IWR icon
220
iShares Russell Mid-Cap ETF
IWR
$46.1B
$1.95M 0.07%
20,235
-727
QUAL icon
221
iShares MSCI USA Quality Factor ETF
QUAL
$47.8B
$1.95M 0.07%
10,020
+3,319
PFE icon
222
Pfizer
PFE
$145B
$1.95M 0.07%
75,995
-1,580
IWY icon
223
iShares Russell Top 200 Growth ETF
IWY
$16.6B
$1.93M 0.07%
7,060
-584
SSO icon
224
ProShares Ultra S&P500
SSO
$7.28B
$1.93M 0.07%
34,374
-918
IBDV icon
225
iShares iBonds Dec 2030 Term Corporate ETF
IBDV
$2.51B
$1.91M 0.07%
86,180
+14,322
7 8
9
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