MWM

Meridian Wealth Management Portfolio holdings

AUM $2.84B
1-Year Est. Return 28.25%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.25%
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
+$1.98M
2
+$1.59M
3
+$899K
4
KWEB icon
KraneShares CSI China Internet ETF
KWEB
+$643K
5
GGAL icon
Galicia Financial Group
GGAL
+$621K

Top Sells

1
+$3.57M
2
+$3.12M
3
+$1.42M
4
MET icon
MetLife
MET
+$1.14M
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
176
– –
-10,260
177
– –
-8,284
178
– –
-9,075
179
– –
-2,225
180
– –
-5,532
181
– –
-22,122
182
– –
-6,916
183
– –
-6,190
184
– –
-2,839
185
– –
-1,947
186
– –
-14,092
187
– –
-10,350
188
– –
-10,952
189
– –
-37,000
190
– –
-4,920
191
– –
-5,341
4 5 6 7
8