We are live on ! Find out more
MWA

Meridian Wealth Advisors Portfolio holdings

AUM $756M
1-Year Est. Return 21.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.36%
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
276
– –
-1,480
277
– –
-1,575
278
– –
-213
279
– –
-300
280
– –
-6,103
281
– –
-1,400
282
– –
-1,440
283
– –
-200
284
– –
-253
285
– –
-3,264
286
– –
-200
287
– –
-446
288
– –
-885
289
– –
-278
290
– –
-1,525
291
– –
-892
292
– –
-5,755
293
– –
-1,290
294
– –
-115
295
– –
-2,055
296
– –
-120
297
– –
-5,000
298
– –
-1,500
299
– –
-75
300
– –
-547
10 11
12
13 14