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
$158M
AUM Growth
-$100K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
191
New
Increased
Reduced
Closed

Top Buys

1
+$2.08M
2
+$1.69M
3
+$928K
4
GGAL icon
Galicia Financial Group
GGAL
+$748K
5
KWEB icon
KraneShares CSI China Internet ETF
KWEB
+$671K

Top Sells

1
+$3.4M
2
+$3.28M
3
+$1.46M
4
MET icon
MetLife
MET
+$1.22M
5
TJX icon
TJX Companies
TJX
+$798K

Sector Composition

1 Financials 13.26%
2 Industrials 8.97%
3 Healthcare 7.2%
4 Consumer Discretionary 7.01%
5 Communication Services 6.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.1M 0.7%
5,967
-591
27
$1.06M 0.67%
35,878
-2,767
28
$1.05M 0.67%
21,130
+25
29
$1.04M 0.66%
61,749
+3,633
30
$994K 0.63%
11,701
-1,412
31
$983K 0.62%
15,411
-357
32
$972K 0.62%
19,980
-2,680
33
$955K 0.61%
27,360
+13,005
34
$936K 0.59%
7,047
+281
35
$903K 0.57%
24,628
+912
36
$892K 0.57%
15,652
+2,492
37
$882K 0.56%
5,387
-486
38
$872K 0.55%
476
-3
39
$848K 0.54%
6,804
-123
40
$828K 0.52%
18,874
-1,599
41
$825K 0.52%
3,479
-45
42
$821K 0.52%
8,594
-223
43
$820K 0.52%
7,788
-133
44
$808K 0.51%
16,352
+43
45
$769K 0.49%
6,552
-204
46
$750K 0.48%
7,988
+11
47
$748K 0.47%
+14,508
48
$730K 0.46%
51,982
-2,590
49
$723K 0.46%
8,725
-260
50
$723K 0.46%
6,158
-6,478
1
2
3 4 5