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
101
$373K 0.24%
16,410
+1,545
102
$373K 0.24%
+6,148
103
$369K 0.23%
13,697
+1,095
104
$362K 0.23%
4,990
+100
105
$354K 0.22%
3,905
-130
106
$348K 0.22%
5,088
107
$348K 0.22%
8,055
-285
108
$340K 0.22%
+7,461
109
$336K 0.21%
6,448
+386
110
$336K 0.21%
12,880
111
$335K 0.21%
7,010
-1,850
112
$334K 0.21%
13,830
113
$321K 0.2%
9,540
-83
114
$317K 0.2%
2,892
+3
115
$317K 0.2%
2,122
+349
116
$317K 0.2%
+17,150
117
$316K 0.2%
+6,125
118
$314K 0.2%
3,931
+46
119
$308K 0.2%
+2,577
120
$301K 0.19%
+10,780
121
$300K 0.19%
6,225
+115
122
$298K 0.19%
+5,240
123
$295K 0.19%
1,430
-30
124
$295K 0.19%
+17,660
125
$289K 0.18%
2,434
+2
3 4
5
6 7