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
276
$41K 0.03%
+451
277
$41K 0.03%
+1,862
278
$40K 0.03%
+1,096
279
$40K 0.03%
+3,064
280
$40K 0.03%
+343
281
$40K 0.03%
+1,500
282
$39K 0.03%
+3,500
283
$39K 0.03%
+600
284
$39K 0.03%
+250
285
$39K 0.03%
+480
286
$38K 0.03%
+3,106
287
$38K 0.03%
+214
288
$38K 0.03%
+669
289
$37K 0.03%
+885
290
$37K 0.03%
+2,435
291
$37K 0.03%
+907
292
$37K 0.03%
+1,000
293
$36K 0.03%
+295
294
$36K 0.03%
+1,435
295
$36K 0.03%
+385
296
$36K 0.03%
+2,580
297
$35K 0.03%
+2,000
298
$35K 0.03%
+6,383
299
$35K 0.03%
+278
300
$35K 0.03%
+1,585
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