MWA
Meridian Wealth Advisors Portfolio holdings
AUM
$632M
This Quarter Return
+13.12%
1 Year Return
+12.33%
3 Year Return
+67.24%
5 Year Return
+132.3%
10 Year Return
–
AUM
$137M
AUM Growth
+$137M
(+5.3%)
Cap. Flow
-$10.2M
Cap. Flow
% of AUM
-7.44%
Top 10 Holdings %
Top 10 Hldgs %
51.04%
Holding
466
New
4
Increased
49
Reduced
36
Closed
344
Top Buys
Top Sells
| 1 |
Invesco S&P 500 Equal Weight ETF
RSP
|
$2.38M |
| 2 |
Vanguard FTSE Developed Markets ETF
VEA
|
$2.3M |
| 3 |
WisdomTree Japan Hedged Equity Fund
DXJ
|
$1.31M |
| 4 |
Enterprise Products Partners
EPD
|
$913K |
| 5 |
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% |
