MWA

Meridian Wealth Advisors Portfolio holdings

AUM $722M
1-Year Est. Return 16.19%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$137M
AUM Growth
+$6.94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
466
New
Increased
Reduced
Closed

Top Buys

1
+$5.78M
2
+$4.67M
3
+$4.63M
4
XMLV icon
Invesco S&P MidCap Low Volatility ETF
XMLV
+$2.08M
5
PTMC icon
Pacer Trendpilot US Mid Cap ETF
PTMC
+$1.04M

Top Sells

1
+$2.3M
2
+$2.25M
3
+$1.31M
4
EPD icon
Enterprise Products Partners
EPD
+$1.04M
5
AMLP icon
Alerian MLP ETF
AMLP
+$769K

Sector Composition

1 Energy 29.21%
2 Technology 9.46%
3 Financials 7.69%
4 Healthcare 6.81%
5 Industrials 4.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
– –
-311
227
– –
-95
228
– –
-5,480
229
– –
-545
230
– –
-3,975
231
– –
-320
232
– –
-660
233
– –
-1,252
234
– –
-1,035
235
– –
-1,480
236
– –
-1,575
237
– –
-1,565
238
– –
-3,394
239
– –
-3,839
240
– –
-1,000
241
– –
-213
242
– –
-300
243
– –
-6,103
244
– –
-1,400
245
– –
-288
246
– –
-200
247
– –
-473
248
– –
-253
249
– –
-3,264
250
– –
-200
8 9
10
11 12