MWM
Meridian Wealth Management Portfolio holdings
AUM
$2.34B
1-Year Return
23.51%
This Quarter Return
+6.74%
1 Year Return
+23.51%
3 Year Return
+96.6%
5 Year Return
+194.56%
10 Year Return
–
AUM
$158M
AUM Growth
-$100K
(-0.06%)
Cap. Flow
-$7.65M
Cap. Flow
% of AUM
-4.85%
Top 10 Holdings %
Top 10 Hldgs %
38.67%
Holding
191
New
28
Increased
58
Reduced
71
Closed
28
Top Buys
| 1 |
X
US Steel
X
|
$2.08M |
| 2 |
Biogen
BIIB
|
$1.69M |
| 3 |
Exxon Mobil
XOM
|
$928K |
| 4 |
Galicia Financial Group
GGAL
|
$748K |
| 5 |
KraneShares CSI China Internet ETF
KWEB
|
$671K |
Top Sells
| 1 |
Altria Group
MO
|
$3.4M |
| 2 |
Schwab U.S Small- Cap ETF
SCHA
|
$3.28M |
| 3 |
SPDR Dow Jones Industrial Average ETF Trust
DIA
|
$1.46M |
| 4 |
MetLife
MET
|
$1.22M |
| 5 |
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% |
