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
1
$9.15M 5.8%
62,896
-960
2
$7.53M 4.77%
31,980
+305
3
$7.36M 4.67%
28,958
+126
4
$6.81M 4.32%
670,764
-54,750
5
$6.7M 4.25%
39,289
-1,154
6
$5.43M 3.45%
56,843
+2,116
7
$5.28M 3.35%
94,113
+115
8
$4.83M 3.06%
21,580
-6,499
9
$3.95M 2.5%
20,166
-467
10
$3.95M 2.5%
82,140
+10,240
11
$3.76M 2.38%
148,358
+10,706
12
$3.63M 2.3%
57,254
-53,565
13
$2.63M 1.67%
54,647
-15
14
$2.61M 1.65%
67,752
+4,904
15
$2.36M 1.5%
139,588
-193,876
16
$2.17M 1.38%
29,187
-1,030
17
$2.08M 1.32%
+81,000
18
$1.82M 1.15%
35,008
-23,494
19
$1.74M 1.11%
5,619
-130
20
$1.69M 1.07%
+5,381
21
$1.63M 1.04%
12,542
-99
22
$1.51M 0.96%
10,363
+2,967
23
$1.5M 0.95%
16,459
-207
24
$1.31M 0.83%
16,001
+11,321
25
$1.16M 0.74%
14,480
+3,013
1
2 3 4 5