MWA

Meridian Wealth Advisors Portfolio holdings

AUM $704M
1-Year Est. Return 13.14%
This Quarter Est. Return
1 Year Est. Return
+13.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$130M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
462
New
Increased
Reduced
Closed

Top Buys

1
+$24M
2
+$5.45M
3
+$4.41M
4
MSFT icon
Microsoft
MSFT
+$3.57M
5
HEFA icon
iShares Currency Hedged MSCI EAFE ETF
HEFA
+$3.17M

Top Sells

No sells this quarter

Sector Composition

1 Energy 26.98%
2 Technology 9.82%
3 Financials 8.76%
4 Healthcare 7.97%
5 Industrials 5.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$60K 0.05%
+1,000
227
$60K 0.05%
+5,000
228
$60K 0.05%
+10,700
229
$59K 0.05%
+720
230
$58K 0.04%
+1,480
231
$57K 0.04%
+892
232
$57K 0.04%
+1,105
233
$57K 0.04%
+759
234
$57K 0.04%
+750
235
$56K 0.04%
+1,399
236
$56K 0.04%
+1,341
237
$55K 0.04%
+3,000
238
$54K 0.04%
+412
239
$54K 0.04%
+912
240
$54K 0.04%
+1,954
241
$53K 0.04%
+470
242
$53K 0.04%
+781
243
$53K 0.04%
+3,950
244
$52K 0.04%
+6,493
245
$51K 0.04%
+2,450
246
$51K 0.04%
+1,565
247
$51K 0.04%
+1,525
248
$51K 0.04%
+416
249
$51K 0.04%
+1,000
250
$50K 0.04%
+40
8 9
10
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