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
76
$504K 0.32%
4,256
+985
77
$500K 0.32%
4,181
-160
78
$496K 0.31%
33,013
+1,231
79
$477K 0.3%
16,021
-1,968
80
$476K 0.3%
3,404
+129
81
$473K 0.3%
2,731
+36
82
$468K 0.3%
4,218
-97
83
$461K 0.29%
4,156
+2
84
$450K 0.29%
+9,370
85
$440K 0.28%
4,417
-2,942
86
$438K 0.28%
5,688
-259
87
$435K 0.28%
5,010
-115
88
$435K 0.28%
7,842
-343
89
$432K 0.27%
3,060
-130
90
$430K 0.27%
5,116
-246
91
$429K 0.27%
8,009
+3
92
$413K 0.26%
34,770
+5,440
93
$409K 0.26%
12,610
-330
94
$404K 0.26%
+8,969
95
$396K 0.25%
11,460
-119
96
$391K 0.25%
11,444
-1,168
97
$385K 0.24%
7,115
-170
98
$379K 0.24%
+6,000
99
$379K 0.24%
3,142
+4
100
$373K 0.24%
1,470
+5
2 3
4
5 6