MWM

Meridian Wealth Management Portfolio holdings

AUM $2.84B
1-Year Est. Return 28.25%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.25%
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
XLF icon
201
State Street Financial Select Sector SPDR ETF
XLF
$49.5B
$2.44M 0.09%
44,533
+1,009
PM icon
202
Philip Morris
PM
$265B
$2.44M 0.09%
15,190
+65
APP icon
203
Applovin
APP
$169B
$2.42M 0.09%
3,595
-645
DRI icon
204
Darden Restaurants
DRI
$23.4B
$2.4M 0.08%
+13,062
AXP icon
205
American Express
AXP
$207B
$2.38M 0.08%
6,433
+807
QUAL icon
206
iShares MSCI USA Quality Factor ETF
QUAL
$48.8B
$2.36M 0.08%
11,885
+1,865
VGT icon
207
Vanguard Information Technology ETF
VGT
$108B
$2.36M 0.08%
3,131
+26
NVO icon
208
Novo Nordisk
NVO
$171B
$2.36M 0.08%
46,335
+33,666
ACIO icon
209
Aptus Collared Investment Opportunity ETF
ACIO
$2.17B
$2.34M 0.08%
+53,641
MCD icon
210
McDonald's
MCD
$234B
$2.34M 0.08%
7,657
+424
PGR icon
211
Progressive
PGR
$123B
$2.3M 0.08%
10,082
+1,295
GSLC icon
212
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$14.4B
$2.29M 0.08%
17,336
-558
XMMO icon
213
Invesco S&P MidCap Momentum ETF
XMMO
$5.46B
$2.27M 0.08%
16,417
-231
FLDR icon
214
Fidelity Low Duration Bond Factor ETF
FLDR
$1.37B
$2.27M 0.08%
45,203
+1,115
VZ icon
215
Verizon
VZ
$216B
$2.23M 0.08%
54,867
+3,873
GS icon
216
Goldman Sachs
GS
$244B
$2.21M 0.08%
2,519
+187
PPA icon
217
Invesco Aerospace & Defense ETF
PPA
$8.21B
$2.2M 0.08%
14,056
-302
CDNS icon
218
Cadence Design Systems
CDNS
$81.9B
$2.14M 0.08%
6,845
+340
INOD icon
219
Innodata
INOD
$1.44B
$2.14M 0.08%
41,927
+29,509
SUB icon
220
iShares Short-Term National Muni Bond ETF
SUB
$10.8B
$2.12M 0.07%
19,839
+3,869
CFG icon
221
Citizens Financial Group
CFG
$24.7B
$2.11M 0.07%
+36,147
LMT icon
222
Lockheed Martin
LMT
$155B
$2.1M 0.07%
4,336
-74
VOE icon
223
Vanguard Mid-Cap Value ETF
VOE
$21.4B
$2.07M 0.07%
11,687
+185
CGGO icon
224
Capital Group Global Growth Equity ETF
CGGO
$8.91B
$2.05M 0.07%
59,125
+75
IBDU icon
225
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
$3.65B
$2.04M 0.07%
87,311
+11,898
7 8
9
10 11