MWA

Meridian Wealth Advisors Portfolio holdings

AUM $722M
1-Year Est. Return 16.18%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.18%
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
301
– –
-720
302
– –
-263
303
– –
-97
304
– –
-2,358
305
– –
-608
306
– –
-1,050
307
– –
-9,618
308
– –
-4,200
309
– –
-2,215
310
– –
-2,200
311
– –
-3,300
312
– –
-100
313
– –
-500
314
– –
-470
315
– –
-6
316
– –
-976
317
– –
-2,500
318
– –
-145
319
– –
-669
320
– –
-1,000
321
– –
-1,030
322
– –
-50
323
– –
-603
324
– –
-500
325
– –
-1,125
11 12
13
14 15