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
126
$287K 0.18%
23,861
-2,110
127
$287K 0.18%
+2,466
128
$286K 0.18%
3,700
+315
129
$277K 0.18%
+9,205
130
$276K 0.18%
+53,420
131
$276K 0.18%
5,584
+4
132
$266K 0.17%
1,532
+5
133
$266K 0.17%
1,151
+81
134
$261K 0.17%
+4,957
135
$260K 0.16%
7,545
+605
136
$257K 0.16%
2,853
-4,391
137
$252K 0.16%
12,651
+95
138
$252K 0.16%
6,052
+75
139
$251K 0.16%
5,018
-201
140
$245K 0.16%
1,790
+230
141
$245K 0.16%
+2,080
142
$245K 0.16%
3,331
-235
143
$243K 0.15%
3,044
-917
144
$232K 0.15%
+4,821
145
$232K 0.15%
+3,622
146
$231K 0.15%
4,840
147
$231K 0.15%
5,149
-5,622
148
$230K 0.15%
+8,788
149
$225K 0.14%
4,210
-415
150
$221K 0.14%
1,773
+3
4 5
6
7 8