MWM

Meridian Wealth Management Portfolio holdings

AUM $2.61B
1-Year Est. Return 29.73%
This Quarter Est. Return
1 Year Est. Return
+29.73%
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
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180
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183
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184
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185
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188
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189
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190
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191
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4 5 6 7
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