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
251
$50K 0.04%
+40
252
$49K 0.04%
+682
253
$49K 0.04%
+1,290
254
$49K 0.04%
+1,050
255
$49K 0.04%
+2,500
256
$48K 0.04%
+1,500
257
$48K 0.04%
+3,300
258
$47K 0.04%
+4,000
259
$47K 0.04%
+1,088
260
$47K 0.04%
+366
261
$46K 0.04%
+943
262
$46K 0.04%
+200
263
$45K 0.03%
+1,252
264
$44K 0.03%
+500
265
$44K 0.03%
+750
266
$44K 0.03%
+976
267
$43K 0.03%
+5,500
268
$43K 0.03%
+2,000
269
$43K 0.03%
+450
270
$43K 0.03%
+635
271
$43K 0.03%
+1,800
272
$42K 0.03%
+3,200
273
$42K 0.03%
+1,580
274
$42K 0.03%
+4,200
275
$42K 0.03%
+920
9 10
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