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
51
$700K 0.44%
9,105
-430
52
$681K 0.43%
40,714
+1,040
53
$671K 0.43%
+11,790
54
$670K 0.42%
8,250
-580
55
$669K 0.42%
66,612
+6,906
56
$645K 0.41%
14,857
-401
57
$632K 0.4%
12,188
+1,559
58
$630K 0.4%
4,455
-121
59
$622K 0.39%
6,562
+704
60
$616K 0.39%
4,529
+1,880
61
$608K 0.39%
7,028
+1,425
62
$604K 0.38%
5,457
+237
63
$604K 0.38%
6,017
+510
64
$599K 0.38%
12,761
65
$596K 0.38%
13,681
-119
66
$579K 0.37%
7,796
-1,194
67
$567K 0.36%
68,568
+7,672
68
$563K 0.36%
7,195
-125
69
$558K 0.35%
21,088
+852
70
$553K 0.35%
8,618
-170
71
$544K 0.34%
34,728
-8,622
72
$544K 0.34%
4,135
-83
73
$527K 0.33%
+117,880
74
$526K 0.33%
9,917
+37
75
$522K 0.33%
13,503
-365
1 2
3
4 5